Filed September 4, 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.)
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $205,181 | $58,927+248.2% | $76,817+167.1% | $72,985+181.1% |
| Participation rate | 98.6% | 67.3%+31.2pp | 72.1%+26.5pp | 69.5%+29.1pp |
| Annual return | 31.20% | 2305.64%-2274.4pp | 1166.11%-1134.9pp | 81.00%-49.8pp |
| Employer contribution / active EE | $4,932 | $1,787+176.0% | $2,302+114.2% | $2,440+102.1% |
| Participant deferral / active EE | $0 | $2,690-100.0% | $3,336-100.0% | $3,607-100.0% |
| Admin fee / account holder | $12,588 | $4,013+213.7% | $6,420+96.1% | $5,124+145.7% |