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.)
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $366,090 | $89,355+309.7% | $141,162+159.3% | $72,985+401.6% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | 15.49% | 111.85%-96.4pp | 71.39%-55.9pp | 81.00%-65.5pp |
| Employer contribution / active EE | $6,007 | $3,114+92.9% | $4,735+26.9% | $2,440+146.2% |
| Participant deferral / active EE | $10,954 | $5,418+102.2% | $6,709+63.3% | $3,607+203.7% |
| Admin fee / account holder | $27,053 | $5,958+354.0% | $10,261+163.6% | $5,124+427.9% |