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 | $769,218 | $180,449+326.3% | $154,107+399.1% | $135,375+468.2% |
| Participation rate | 42.9% | 87.4%-44.6pp | 83.0%-40.2pp | 82.6%-39.8pp |
| Annual return | -3.85% | 888.09%-891.9pp | 735.12%-739.0pp | 519.73%-523.6pp |
| Employer contribution / active EE | $10,429 | $6,035+72.8% | $5,298+96.9% | $4,779+118.2% |
| Participant deferral / active EE | $7,857 | $5,806+35.3% | $5,081+54.7% | $5,609+40.1% |
| Admin fee / account holder | $195,681 | $16,143+1112.2% | $13,411+1359.1% | $10,827+1707.3% |