Filed December 10, 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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $351,758 | $83,902+319.2% | $167,512+110.0% | $84,808+314.8% |
| Participation rate | 85.3% | 66.5%+18.8pp | 77.1%+8.2pp | 68.3%+17.0pp |
| Annual return | 21.63% | 91.55%-69.9pp | 1615.79%-1594.2pp | 40.90%-19.3pp |
| Employer contribution / active EE | $334 | $2,264-85.3% | $3,882-91.4% | $2,631-87.3% |
| Participant deferral / active EE | $10,479 | $4,442+135.9% | $6,405+63.6% | $4,212+148.8% |
| Admin fee / account holder | $2,147 | $7,915-72.9% | $9,769-78.0% | $7,344-70.8% |