Filed December 5, 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 | $342,201 | $239,571+42.8% | $183,328+86.7% | $137,256+149.3% |
| Participation rate | 90.0% | 82.4%+7.6pp | 77.3%+12.7pp | 80.0%+10.0pp |
| Annual return | 15.06% | 35.69%-20.6pp | 29.67%-14.6pp | 220.34%-205.3pp |
| Employer contribution / active EE | $2,350 | $6,148-61.8% | $5,055-53.5% | $4,156-43.5% |
| Participant deferral / active EE | $9,439 | $7,995+18.1% | $6,795+38.9% | $6,407+47.3% |
| Admin fee / account holder | $2,687 | $30,059-91.1% | $21,427-87.5% | $12,270-78.1% |