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.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $174,172 | $48,795+256.9% | $65,493+165.9% | $84,808+105.4% |
| Participation rate | 100.0% | 67.0%+33.0pp | 73.1%+26.9pp | 68.3%+31.7pp |
| Annual return | 11.66% | 20.20%-8.5pp | 982.45%-970.8pp | 40.90%-29.2pp |
| Employer contribution / active EE | $11,331 | $1,930+487.2% | $2,574+340.2% | $2,631+330.7% |
| Participant deferral / active EE | $9,802 | $2,928+234.7% | $3,961+147.5% | $4,212+132.7% |
| Admin fee / account holder | $11,452 | $3,877+195.4% | $5,028+127.8% | $7,344+55.9% |