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 | $258,240 | $48,335+434.3% | $121,098+113.2% | $71,457+261.4% |
| Participation rate | 53.8% | 54.3%-0.4pp | 69.5%-15.6pp | 67.9%-14.1pp |
| Annual return | 19.38% | 23.32%-3.9pp | 985.75%-966.4pp | 28.85%-9.5pp |
| Employer contribution / active EE | $1,822 | $1,489+22.4% | $4,164-56.2% | $2,588-29.6% |
| Participant deferral / active EE | $5,152 | $2,754+87.1% | $4,080+26.3% | $4,289+20.1% |
| Admin fee / account holder | $28,637 | $1,841+1455.9% | $5,644+407.3% | $1,587+1704.1% |