Filed June 2, 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 | $342,947 | $76,552+348.0% | $123,892+176.8% | $62,891+445.3% |
| Participation rate | 100.0% | 73.0%+27.0pp | 81.4%+18.6pp | 69.3%+30.7pp |
| Annual return | 6.27% | 18.68%-12.4pp | 47.52%-41.2pp | 20.14%-13.9pp |
| Employer contribution / active EE | $6,313 | $2,883+119.0% | $4,617+36.7% | $2,281+176.8% |
| Participant deferral / active EE | $11,744 | $4,840+142.7% | $5,984+96.3% | $3,203+266.7% |
| Admin fee / account holder | $9,345 | $4,826+93.7% | $8,357+11.8% | $4,296+117.6% |