Filed November 12, 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.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $296,474 | $85,766+245.7% | $136,294+117.5% | $70,131+322.7% |
| Participation rate | 98.6% | 74.2%+24.4pp | 81.9%+16.6pp | 69.5%+29.0pp |
| Annual return | 16.84% | 31.45%-14.6pp | 5155.94%-5139.1pp | 73.14%-56.3pp |
| Employer contribution / active EE | $47,679 | $2,966+1507.5% | $4,695+915.4% | $2,342+1935.5% |
| Participant deferral / active EE | $4,072 | $5,051-19.4% | $6,247-34.8% | $3,332+22.2% |
| Admin fee / account holder | $25,407 | $5,420+368.7% | $9,243+174.9% | $4,645+446.9% |