Filed August 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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $152,803 | $48,230+216.8% | $67,502+126.4% | $80,856+89.0% |
| Participation rate | 100.0% | 66.4%+33.6pp | 72.9%+27.1pp | 67.6%+32.4pp |
| Annual return | 15.55% | 18.28%-2.7pp | 3512.12%-3496.6pp | 35.59%-20.0pp |
| Employer contribution / active EE | $11,347 | $2,020+461.8% | $2,731+315.5% | $2,755+311.9% |
| Participant deferral / active EE | $9,855 | $2,924+237.1% | $4,000+146.4% | $4,296+129.4% |
| Admin fee / account holder | $14,151 | $3,681+284.4% | $3,998+254.0% | $6,918+104.6% |