Filed November 18, 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 | $318,358 | $105,998+200.3% | $92,233+245.2% | $147,584+115.7% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 9.65% | 50.05%-40.4pp | 176.28%-166.6pp | 578.55%-568.9pp |
| Employer contribution / active EE | $10,912 | $4,333+151.8% | $3,679+196.6% | $4,876+123.8% |
| Participant deferral / active EE | $3,855 | $4,478-13.9% | $3,897-1.1% | $5,439-29.1% |
| Admin fee / account holder | $160,552 | $6,332+2435.5% | $5,194+2991.4% | $10,885+1374.9% |