See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $488,962 | $117,983+314.4% | $101,794+380.3% | $142,382+243.4% |
| Participation rate | 66.7% | 74.2%-7.6pp | 69.2%-2.5pp | 80.1%-13.5pp |
| Annual return | 11.05% | 36.92%-25.9pp | 30.53%-19.5pp | 217.08%-206.0pp |
| Employer contribution / active EE | $20,380 | $2,773+635.0% | $2,289+790.4% | $4,299+374.1% |
| Participant deferral / active EE | $20,667 | $4,714+338.4% | $4,084+406.0% | $6,507+217.6% |
| Admin fee / account holder | $12,146 | $10,433+16.4% | $8,777+38.4% | $12,624-3.8% |