Filed December 22, 2025
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.
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 | $326,417 | $138,347+135.9% | $184,203+77.2% | $80,856+303.7% |
| Participation rate | 85.2% | 83.9%+1.3pp | 86.8%-1.6pp | 67.6%+17.5pp |
| Annual return | 22.13% | 20.02%+2.1pp | 28.81%-6.7pp | 35.59%-13.5pp |
| Employer contribution / active EE | $18,497 | $4,850+281.3% | $6,427+187.8% | $2,755+571.5% |
| Participant deferral / active EE | $18,562 | $7,071+162.5% | $9,131+103.3% | $4,296+332.1% |
| Admin fee / account holder | $21,747 | $10,483+107.4% | $13,901+56.4% | $6,918+214.4% |