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Should You Actually Upgrade to Shopify Plus? A Self-Assessment Guide for Mid-Sized Merchants
December 11, 2025
3 min read

Should You Actually Upgrade to Shopify Plus? A Self-Assessment Guide for Mid-Sized Merchants

“Is Shopify Plus Worth It?”

“Why did you switch to Shopify Plus?”

“Risks or gotchas converting to Plus”

"Are we big enough for Shopify Plus?"

Questions like keep popping up on Reddit and Shopify forums all the time. People are curious, but these are not really the right questions to ask.

Shopify Plus costs roughly $24,000-$30,000 per year. For a mid-sized e-commerce business, that's not pocket change-it's a major decision that can either unlock growth or drain resources on features you'll never use.

The real question is: "What problem are we trying to solve, and is Shopify Plus the right solution?"

Let me walk you through the questions that actually matter, in order of priority. By the end, you'll have a decisive answer- one way or the other.

Priority 1: Are you hitting hard technical limitations right now?

If the answer is yes to any of these, this is your most urgent signal:

Question 1: Is your site crashing or slowing during peak traffic?

This is the shared server problem. When you're on Standard or Advanced Shopify, you're sharing server resources with thousands of other stores. When they have traffic spikes, your site can slow down-even if YOUR traffic is normal.

Ask yourself:

  • Did our site slow down noticeably during our last major sale?
  • Have we ever had checkout issues during a product launch?
  • Are we avoiding aggressive marketing because we're not confident the site can handle the traffic?
  • Did we experience any downtime in the past 6 months that cost us sales?

The threshold: According to Shopify's documentation, Plus can handle 6,000 checkouts per minute on dedicated infrastructure. Standard Shopify handles hundreds but on shared servers.

From Kinful's analysis: "The price of Shopify Plus does increase, but only with very high revenue of over $800,000 per month. If your sales are anywhere between $0-800,000 USD per month, you will only pay $2,000 for that month."

But more importantly: "Your sales are at a point where the discount you get on credit card processing fees with Shopify Plus makes the additional cost a wash. At this point, it's a no brainer, and you may as well upgrade."

This is the pain point no one talks about: Your site can slow down because of OTHER stores' traffic, not even your own. Once you're on Plus, you're on dedicated infrastructure.

Question 2: Are checkout limitations costing you conversions?

Standard Shopify locks down your checkout. You can change colors and fonts. That's about it.

The specific things you CANNOT do on Standard Shopify:

  • Add custom fields at checkout (gift messages, delivery instructions, business tax IDs)
  • Build conditional logic (hide/show shipping options based on cart contents)
  • Create upsells or cross-sells during checkout
  • Implement loyalty program integrations at checkout
  • Customize for B2B customers with different workflows
  • A/B test different checkout experiences

Ask yourself:

  • Have we ever said "I wish we could add X to checkout" and been told it's impossible?
  • Are we using workarounds that feel clunky to customers?
  • Do we estimate we're losing X% of sales because checkout isn't optimized?
  • Would a more customized checkout experience directly increase conversion?

The data: According to Digital Six's research on Shopify Plus merchants: "On average, our merchants see an increase in conversion between 5% and 35% when they choose to use Shopify Plus" after optimizing checkout. Even at the conservative end (5%), if you're doing $100,000/month, that's an extra $5,000/month or $60,000/year-which more than pays for Plus.

Question 3: Do you need more than 15 staff accounts?

This sounds mundane, but it's a real constraint:

  • Standard Shopify: 5 staff accounts (Basic), 15 accounts (Advanced)
  • Shopify Plus: Unlimited staff accounts

If you have warehouse staff, customer service, marketing, finance, development, and management all needing access, you hit 15 fast.

The workaround cost: Many businesses pay for additional "store owners" or share logins. Both create security risks and operational headaches.

Priority 2: Does the math actually work?

Let's get ruthlessly objective about the numbers.

Question 4: Are you at the transaction fee break-even point?

The fee structure:

  • Standard Shopify: 2.4% to 2.9% + 30¢ per transaction (depending on plan)
  • Third-party payment gateways: Additional 0.5% fee
  • Shopify Plus: 2.15% + 30¢ per transaction
  • Third-party payment gateways on Plus: 0.15% to 0.2% fee

The math:

At $80,000/month in sales:

  • Advanced Shopify (2.4% rate): $1,920/month in transaction fees
  • Shopify Plus (2.15% rate): $1,720/month in transaction fees
  • Savings: $200/month (doesn't cover $2,000/month Plus cost yet)

At $500,000/month in sales:

  • Advanced Shopify: $12,000/month in fees
  • Shopify Plus: $10,750/month in fees
  • Savings: $1,250/month = $15,000/year (starts to offset Plus significantly)

At $680,000/month in sales:

  • Advanced Shopify: $16,320/month in fees
  • Shopify Plus: $14,620/month in fees
  • Savings: $1,700/month = $20,400/year (covers most of Plus cost)

From FirstPier's analysis: "If your store consistently makes $1M+ annually, Shopify Plus becomes cost-effective by lowering transaction fees." They note that businesses processing $800,000+ per month shift to a 0.25% revenue-based pricing model, which can be more cost-effective than staying on Advanced.

Steve Chou's rule (7-figure e-commerce store owner): "If your Shopify store is already making over $680k per month in revenue, it makes sense to upgrade to Shopify Plus just for the credit card processing savings alone."

Question 5: What about the hidden costs?

Don't just calculate transaction fees. Calculate the full picture:

Potential savings from Plus:

  • Transaction fee reduction: $___/year
  • Staff time saved from automation: $___ worth of hours
  • Revenue gained from reduced downtime: $___/year
  • Conversions gained from better checkout: $___/year
  • Cost eliminated from third-party workarounds: $___/year

Potential costs of Plus:

  • Platform fee: $24,000-$30,000/year
  • Development/setup: $___
  • Training time: $___
  • Apps/tools that may increase: $___

The honest assessment: If you're under $80,000/month and not hitting technical limitations, the math probably doesn't work yet. If you're between $250,000-$500,000/month AND hitting limitations, the math starts making sense. If you're over $680,000/month, you're likely wasting money by NOT upgrading.

Priority 3: Do you have operational complexity that standard Shopify can't handle?

This is where mid-sized businesses often find themselves stuck.

Question 6: Are you running multi-brand, B2B, or international operations?

According to TechRepublic's 2025 analysis: "Shopify Plus is designed for large-scale businesses earning $1M+ per year or processing high-order volumes. Rule of thumb: If you're processing over $80,000 worth of online sales a month, Shopify Plus may save you money on transaction fees and provide scalability."

But they emphasize capability over scale: If your business struggles with B2B sales, bulk ordering, multi-store management, or international expansion, Plus becomes valuable regardless of revenue.

Complexity indicators:

Multi-brand operations:

  • Do you run 2+ brands that need separate storefronts but shared inventory?
  • Are you managing multiple stores separately when they should be unified?
  • Standard Shopify: Each brand needs its own account, separate inventory, separate management
  • Shopify Plus: Up to 10 expansion stores under one account, unified backend

B2B + B2C operations:

  • Do you sell both retail and wholesale?
  • Do wholesale customers need different pricing, payment terms, or catalogs?
  • Are you using clunky workarounds with discount codes for wholesale?
  • Standard Shopify: Limited B2B functionality
  • Shopify Plus: Built-in B2B module with custom pricing, payment terms, bulk ordering

International expansion:

  • Are you selling in 4+ countries with localized pricing?
  • Do you need to show prices in local currencies with proper tax calculation?
  • Are you manually managing separate stores for different regions?
  • Standard Shopify: 3 markets maximum
  • Shopify Plus: Up to 50 markets with automatic currency conversion and tax handling

Real example from Allbirds (the sustainable shoe brand):

Micah Nelson, Director of Product Management at Allbirds, explained how they used Shopify Plus to unify 31 retail stores with online operations:

"We reduced the quantity of products we ship back to our warehouse after a season is complete and are maximizing our retail labor workforce during downtime. Many of our store leaders have experience with other brands' ship from store efforts and are very impressed with Shopify's solution."

They enabled their retail inventory to be available for online purchases, which increased conversion rates. Over 50% of products shipped from stores are slower-moving inventory, freeing up retail space for better sellers.

Mid-sized merchant version: You don't need 31 stores to feel this pain. If you have even 2-3 retail locations plus online sales, or if you're selling B2B and B2C, you're manually managing complexity that Plus automates.

Question 7: Would automation save you significant staff time?

Shopify Flow is the automation engine exclusive to Plus. According to MESA's research: "Shopify Flow is often the primary reason most Shopify users upgrade to Plus. You can think of Shopify Flow like a Zapier or an Integromat for Shopify users."

What you can automate with Flow:

  • Send "back in stock" emails automatically when inventory replenishes
  • Tag high-risk orders for manual review based on custom rules
  • Send low inventory alerts to your warehouse
  • Segment customers automatically based on purchase behavior
  • Route orders to specific fulfillment locations based on geography
  • Auto-apply VIP discounts to returning customers
  • Flag orders requiring special handling
  • Detect and prevent unusual coupon usage patterns

The real question: Are you currently doing ANY of these tasks manually? How many hours per week does it consume?

If your team is spending 10+ hours per week on tasks that could be automated, and labor costs are $20-50/hour, you're looking at $10,000-$26,000/year in operational costs that Flow could eliminate.

If you require a tailored checkout experience, custom promotional scripts, or unique customer segments, Shopify Plus offers the tools necessary for extensive customization. As your brand evolves, so do your needs.

Priority 4: Do you have the resources to actually use Plus features?

This is the reality check question that many merchants skip.

Question 8: Do you have technical resources to implement Plus features?

Brutally honest assessment:

Shopify Plus isn't plug-and-play magic. The features require implementation:

  • Checkout customization: Requires development work (either in-house or hired)
  • Shopify Flow: Requires time to set up workflows and test them
  • Scripts: Requires writing (or paying someone to write) custom code
  • Multi-store management: Requires strategic planning and setup

Ask yourself:

  • Do we have a developer on staff or budget for Shopify Plus partners?
  • Do we have 20-40 hours to invest in initial setup and learning?
  • Will someone on our team actually build and maintain these workflows?
  • Or will Plus sit there with features unused because we're too busy?

From Gorgias's platform comparison: "Shopify Plus' admin and exclusive tools are easy to use out of the box, which your staff should be able to manage without developer support. You can also customize your checkout with apps, or create your own custom app, which would require working with a developer."

Budget reality: Plus setup and customization can cost $5,000-$25,000 depending on complexity. Factor this into your decision.

Question 9: Can you actually afford this right now?

Cash flow reality check:

  • Can we comfortably pay $2,000-$2,500/month without impacting operations?
  • Do we have 6-12 months of runway if Plus doesn't immediately show ROI?
  • Are we financially stable enough to invest in growth infrastructure?

From 253 Media's assessment: "Many businesses find that operational complexity, rather than pure revenue volume, drives their need for Shopify Plus capabilities. Regular Shopify works excellently for straightforward e-commerce operations, but limitations become apparent as business models grow more sophisticated."

If you're bootstrapped and every dollar counts, and you're not hitting hard technical limitations, wait. Optimize your current setup first.

Priority 5: What's your growth trajectory?

This is the forward-looking question.

Question 10: Where will you be in 12 months?

Ask yourself:

  • Are we growing 50%+ year-over-year?
  • Will we exceed $1M in annual revenue within 12 months?
  • Are our current platform limitations actively preventing growth?
  • Is avoiding Plus costing us opportunities?

The industry benchmark: Shopify Plus merchants see an average growth rate of 126% year-over-year. Roughly 19,000 merchants from around the world use Shopify Plus, having chosen the platform for this significant growth trajectory.

But here's the key: That's correlation, not causation. Plus doesn't create growth-it removes barriers to growth.

Question 11: Are we upgrading for the right reasons?

GOOD reasons to upgrade:

  • Our site crashed or significantly slowed during our last big sale
  • Checkout limitations are directly costing us conversions (we can quantify this)
  • We're spending 20+ hours/week on manual tasks Plus could automate
  • We're turning away wholesale customers because we can't serve them properly
  • International expansion requires infrastructure we don't have
  • Transaction fees at our volume make Plus cost-neutral or positive

BAD reasons to upgrade:

  • Our competitors have Plus
  • We think it makes us look more professional
  • We're hoping it will magically increase sales
  • We're "growing fast" but can't specify what Plus would solve
  • Someone told us we should upgrade at $X revenue
  • We want access to features we won't actually implement

The decision framework: What matters most

Let me give you a practical way to think about this without oversimplifying.

The three critical factors-

1. Technical limitations (most urgent)

If you're experiencing site slowdowns, hitting checkout walls, or maxing out staff accounts, these are immediate revenue blockers. The cost of NOT solving them exceeds the cost of Plus.

From Burst Commerce's analysis: "Typically, brands upgrade to Shopify Plus when they hit approximately US$80,000 per month in online sales (or around $1 million annually). If you're on a regular Shopify plan and your store's backend is struggling with all the sales you're generating, Shopify Plus could be a good fit."

2. Financial break-even (most objective)

Run the actual numbers for YOUR business:

  • Transaction fee savings at your current volume
  • Estimated conversion lift from checkout improvements
  • Staff time that could be automated
  • Revenue protected from better infrastructure

If the math shows positive ROI within 12 months, upgrade. If not, wait until revenue grows or limitations become more expensive.

3. Implementation capability (most realistic)

According to Bizzmark: "Upgrading to Shopify Plus is an investment in infrastructure and growth enablement. It may not be worth the cost for a business that can run smoothly on a Standard or Advanced plan."

Do you have technical resources to actually use these features? Or will Plus sit unused while you pay $2,000/month?

The three most common mistakes

Mistake #1: Upgrading too early

The symptom: Revenue is growing, team gets excited about "enterprise" features, upgrades to Plus, and then... most features sit unused. Still manually doing processes. Checkout stays vanilla. Flow has zero automations set up.

The cost: $24,000/year for a platform you're using exactly like Standard Shopify.

From UpsellPlus: "For that reason, Shopify recommends upgrading once your business is achieving $80,000 in sales per month to offset the monthly cost with fee savings. Plus, you enjoy all the other benefits."

There's a reason that threshold exists-it's where the infrastructure investment makes financial sense.

Mistake #2: Upgrading too late

The symptom: Site crashes during Black Friday. Wholesale customers complain about clunky ordering process. Team is drowning in manual work. You're at $800,000/month but still on Advanced plan because "Plus is expensive."

The cost: Lost revenue from downtime, lost customers from poor experience, opportunity cost from team time on manual tasks, overpaying transaction fees.

From 253 Media's analysis: "For businesses processing $1 million annually, this fee difference can represent $7,500-$15,000 in annual savings. At $5 million in annual revenue, the savings grow to $37,500-$75,000 yearly."

If you're at $500,000+/month and hitting any limitations, you're likely losing more money by NOT upgrading than Plus would cost.

Mistake #3: Upgrading for the wrong reasons

The symptom: "All our competitors have Plus, so we should too."

The reality check: Your competitors might have different needs than you. Or they might have made the same mistake you're about to make.

From Charle Agency: "Revenue alone is not a reason to choose the Shopify Plus platform. However as ecommerce businesses grow you'll need a bespoke solution that manages your customer's demands in the most efficient way possible, in our experience this is usually around the £750,000 annual turnover point."

The question isn't "Should a business our size have Plus?" The question is "Does Plus solve a specific problem we're experiencing?"

The final question: What happens if you make the wrong decision?

If you upgrade too early:

Downside risk: Medium

  • You're locked into a 1-year contract minimum
  • You're paying $2,000/month for features you're not using
  • Potential sunk cost: $24,000 for the year

Mitigation:

  • You can always grow into the features
  • Transaction fee savings reduce the net cost
  • Platform capacity is ready when you need it

If you don't upgrade when you should:

Downside risk: High

  • Lost revenue from site crashes (potentially $100K+ in a single event)
  • Lost conversions from checkout limitations (ongoing, compounding)
  • Lost time from manual processes (staff costs, opportunity cost)
  • Lost customers from poor experience (hard to quantify, hard to win back)
  • Overpaying transaction fees (quantifiable waste)

Real cost: If you're at $500,000/month and Plus would:

  • Reduce transaction fees by $10,000/year
  • Increase conversions by 3% ($180,000/year at $500K/month)
  • Save 10 hours/week of staff time ($13,000/year at $25/hour)
  • Prevent one site crash per year ($50,000 in lost sales)

Total opportunity cost: $253,000/year Cost of Plus: $24,000/year Net cost of NOT upgrading: $229,000

After all the analysis, it comes down to three questions:

1. "What specific problem would Plus solve for us?"

If you can't answer this with specificity, you're not ready.

Vague answers that suggest you should wait:

  • "We're growing fast"
  • "We want to be more professional"
  • "Everyone at our revenue level has it"

Specific answers that suggest you're ready:

  • "Our site crashed during Q4 and cost us $47,000 in sales"
  • "We can't add gift messaging at checkout and customer service gets 50 requests/week"
  • "We're spending 25 hours/week manually tagging high-risk orders"
  • "We're turning away wholesale customers because we can't offer net-30 payment terms"

2. "What's the quantifiable ROI within 12 months?"

Do the math. Real numbers, not hopes.

Transaction fee savings: $___ Conversion increase (conservative): $___ Staff time saved: $___ Revenue protected from better uptime: $___ New revenue from B2B/international: $___

Total benefit: $___ Cost of Plus + implementation: $___ Net ROI: $___

If the net ROI is positive within 12 months, and you have the resources to implement, upgrade.

If the net ROI is negative or break-even, wait until either revenue grows or limitations become more costly.

3. "Can we properly implement and utilize Plus features?"

Be honest:

  • Do we have technical resources? (If no → wait or budget $10K-$25K for partners)
  • Do we have 40+ hours for setup and learning? (If no → wait until you do)
  • Will someone actually own the implementation? (If no → Plus will sit unused)

The brutal truth: Plus without implementation is just an expensive version of Standard Shopify.

The bottom line: It's about capability, not status

Shopify Plus isn't a trophy for reaching a certain revenue level. It's a tool for solving specific business problems.

Upgrade when:

  • You can clearly articulate what problem Plus solves
  • The ROI is positive within 12 months
  • You have resources to properly implement features
  • Current limitations are actively costing you money or opportunity

Wait when:

  • You're hoping Plus will magically increase sales
  • You can't afford implementation resources
  • Your current setup isn't hitting limitations
  • The math doesn't justify the cost yet

Remember Sarah's story: She didn't upgrade because she hit a specific revenue number. She upgraded because her shared server infrastructure cost her $43,000 during Black Friday, and she couldn't control when her site would slow down.

The question isn't "Are we big enough?"

The question is "Are we being held back?"

If yes, upgrade. If no, optimize what you have and revisit in 6 months.

And if you're still not sure? That's your answer. Wait 60 days, collect more data, and revisit with clearer evidence.

The right decision is the one that's right for YOUR business, not someone else's.

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