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 | $310,822 | $209,832+48.1% | $189,513+64.0% | $167,490+85.6% |
| Participation rate | 66.7% | 88.7%-22.0pp | 87.8%-21.1pp | 82.1%-15.4pp |
| Annual return | 35.24% | 748.27%-713.0pp | 555.15%-519.9pp | 478.56%-443.3pp |
| Employer contribution / active EE | $10,667 | $6,914+54.3% | $6,162+73.1% | $4,837+120.5% |
| Participant deferral / active EE | $19,500 | $8,935+118.2% | $8,221+137.2% | $6,341+207.5% |
| Admin fee / account holder | $26,827 | $14,293+87.7% | $12,045+122.7% | $12,309+117.9% |