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 | $238,490+43.5% | $180,183+89.9% | $142,382+140.3% |
| Participation rate | 90.0% | 82.3%+7.7pp | 77.4%+12.6pp | 80.1%+9.9pp |
| Annual return | 15.06% | 33.56%-18.5pp | 27.86%-12.8pp | 217.08%-202.0pp |
| Employer contribution / active EE | $2,350 | $6,143-61.7% | $5,039-53.4% | $4,299-45.3% |
| Participant deferral / active EE | $9,439 | $7,996+18.0% | $6,822+38.4% | $6,507+45.1% |
| Admin fee / account holder | $2,687 | $28,866-90.7% | $19,975-86.5% | $12,624-78.7% |