Filed August 13, 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 8-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 | $255,341 | $189,613+34.7% | $167,512+52.4% | $142,382+79.3% |
| Participation rate | 100.0% | 80.1%+19.9pp | 77.1%+22.9pp | 80.1%+19.9pp |
| Annual return | 15.53% | 2024.68%-2009.1pp | 1615.79%-1600.3pp | 217.08%-201.5pp |
| Employer contribution / active EE | $10,742 | $4,349+147.0% | $3,882+176.7% | $4,299+149.9% |
| Participant deferral / active EE | $10,458 | $6,981+49.8% | $6,405+63.3% | $6,507+60.7% |
| Admin fee / account holder | $22,449 | $10,528+113.2% | $9,769+129.8% | $12,624+77.8% |