Filed March 31, 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 | $601,806 | $159,901+276.4% | $146,958+309.5% | $145,922+312.4% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 25.40% | 98.13%-72.7pp | 418.34%-392.9pp | 561.29%-535.9pp |
| Employer contribution / active EE | $6,433 | $5,286+21.7% | $4,933+30.4% | $4,660+38.1% |
| Participant deferral / active EE | $12,368 | $8,428+46.7% | $8,070+53.3% | $6,688+84.9% |
| Admin fee / account holder | $2,695 | $15,044-82.1% | $12,998-79.3% | $13,397-79.9% |