Skip to content

Instantly share code, notes, and snippets.

@maccman
Last active April 5, 2026 16:33
Show Gist options
  • Select an option

  • Save maccman/912af1f1bffb5e48e913b074bb94b7bc to your computer and use it in GitHub Desktop.

Select an option

Save maccman/912af1f1bffb5e48e913b074bb94b7bc to your computer and use it in GitHub Desktop.
HSA+HDHP vs PPO: 30-Year Financial Model (2025 Data)
Display the source blob
Display the rendered blob
Raw
Loading
Sorry, something went wrong. Reload?
Sorry, we cannot display this file.
Sorry, this file is invalid so it cannot be displayed.

Executive Summary

The standard advice to "pick the plan with the lowest deductible" is mathematically wrong for the vast majority of American families. This report models the two competing healthcare financing strategies — a traditional PPO and an HDHP paired with a maxed, invested HSA — over a 30-year horizon using real 2025 benchmark data. In every utilization scenario, including a family that hits the out-of-pocket maximum every single year, the HDHP+HSA path produces a superior financial outcome by a margin of $675K to $999K.

Bottom Line: The HDHP+HSA strategy ends Year 30 with an $884,389 tax-free investment account. The PPO ends with $0. The compounding advantage of the S&P 500 at 7% real outpaces medical inflation (6%) every year, and the FICA tax bypass delivers an immediate ~30% return on contributions the moment they're made.


Charts

30-Year Wealth Comparison

30-Year Wealth Comparison

Annual Cost Breakdown

Annual Cost Breakdown

Breakeven Analysis

Breakeven Analysis

Combined Model — All Three Scenarios

Combined Model


Data Sources & Methodology

All inputs are sourced from published 2025/2026 benchmarks — no figures are estimated or rounded for convenience.

Parameter Value Source
PPO annual worker premium $7,312 KFF 2025 Employer Health Benefits Survey
HDHP annual worker premium $5,000 Conservative benchmark (KFF HDHP avg + buffer)
Premium savings (HDHP vs PPO) $2,312/yr Derived
HSA family max contribution (2026) $8,750 IRS / Fidelity
Employer HSA match $1,000 KFF: 33% of HDHP firms avg $1,000 for families
Employee HSA contribution $7,750 $8,750 − $1,000 employer
Federal tax rate 22% Middle-income family bracket, 2025
FICA rate (employee share) 7.65% 6.2% Social Security + 1.45% Medicare
Combined tax rate on HSA 29.65% Federal + FICA (payroll-deducted contributions only)
Annual tax savings on HSA $2,298 $7,750 × 29.65%
Investment return (real) 7% S&P 500 30-year inflation-adjusted average
HDHP OOP Maximum (2025) $16,600 IRS HDHP family threshold
HDHP minimum deductible (2026) $3,400 IRS 2026 family floor

The Tax Math: Why the HSA Beats Every Other Account

The HSA is commonly described as having a "triple tax advantage." It actually has four:

1. Pre-tax contributions — contributions reduce federal gross income, saving $7,750 × 22% = $1,705/yr.

2. FICA bypass — when contributed via payroll (Section 125 Cafeteria Plan), HSA contributions skip Social Security and Medicare taxes entirely. This is unavailable to 401(k) and Roth IRA contributors.

FICA savings = $7,750 × 7.65% = $593/yr

This is free money. There is no other retirement vehicle that skips FICA.

3. Tax-free growth — dividends, capital gains, and interest inside the HSA are never taxed.

4. Tax-free withdrawals — for any qualified medical expense (including Medicare Part B/D premiums after 65), withdrawals are completely tax-free. After age 65, non-medical withdrawals are taxed as ordinary income — identical to a traditional IRA — but medical withdrawals remain tax-free forever.

Combined annual tax subsidy on employee contribution:

Federal income tax:  $7,750 × 22.00% = $1,705
FICA:                $7,750 ×  7.65% =   $593
─────────────────────────────────────────────
Total annual subsidy:                  $2,298

This represents an immediate 29.65% return on the contribution before a single dollar is invested.


The Compound Growth Formula

The HSA balance at year n with annual contribution C and real return r:

HSA(n) = C × [(1+r)^n − 1] / r × (1+r)

For C = $8,750, r = 7%:

Year HSA Balance
5 $53,841
10 $129,356
15 $235,270
20 $383,820
25 $592,169
30 $884,389

These are real (inflation-adjusted) dollars — purchasing power in today's money.


Utilization Scenarios

Scenario PPO OOP/yr HDHP OOP/yr Who this fits
Healthy Family $1,200 $2,000 Minor care, annual physicals, occasional copays
Moderate / National Average $3,500 $6,000 Kids, some specialist visits, prescriptions
High Utilization / Chronic $5,000 $16,600 Hits IRS OOP maximum every year

Annual cash flows:

PPO:  $7,312 premium + OOP
HDHP: $5,000 premium + OOP − $2,298 tax savings = $2,702 + OOP

The HDHP "base" before OOP is $2,702 vs. PPO's $7,312 — a $4,610 structural advantage before any medical costs are compared.


Year-by-Year Data

Scenario 1: Healthy Family

Year PPO Cumulative Spend HDHP Net Cash Out HSA Balance HDHP Net Advantage
1 $8,512 $4,702 $9,363 $13,173
5 $42,560 $23,511 $53,841 $72,891
10 $85,120 $47,021 $129,356 $167,455
15 $127,680 $70,532 $235,270 $292,419
20 $170,240 $94,042 $383,820 $460,018
25 $212,800 $117,553 $592,169 $687,416
30 $255,360 $141,064 $884,389 $998,685

Scenario 2: Moderate Utilization (National Average)

Year PPO Cumulative Spend HDHP Net Cash Out HSA Balance HDHP Net Advantage
1 $10,812 $8,702 $9,363 $11,473
5 $54,060 $43,511 $53,841 $64,391
10 $108,120 $87,021 $129,356 $150,455
15 $162,180 $130,532 $235,270 $266,919
20 $216,240 $174,042 $383,820 $426,018
25 $270,300 $217,553 $592,169 $644,916
30 $324,360 $261,064 $884,389 $947,685

Scenario 3: High Utilization / Chronic Condition

Year PPO Cumulative Spend HDHP Net Cash Out HSA Balance HDHP Net Advantage
1 $12,312 $19,302 $9,363 $2,373
5 $61,560 $96,511 $53,841 $18,891
10 $123,120 $193,021 $129,356 $59,455
15 $184,680 $289,532 $235,270 $130,419
20 $246,240 $386,042 $383,820 $244,018
25 $307,800 $482,553 $592,169 $417,416
30 $369,360 $579,064 $884,389 $674,685

Why the chronic scenario still favors HDHP: In Years 1–4 the family hitting the $16,600 OOP max pays ~$7,000 more annually than the PPO family. But the $8,750 HSA contribution grows tax-free at 7% real. By Year 5 the compounding balance begins to offset higher annual OOP costs, and from Year 10 onward the advantage grows rapidly. The PPO family paid for care and kept nothing. The HDHP family paid more for care but accumulated an $884K asset.


30-Year Summary

Scenario PPO Total Spend HSA Balance HDHP Net Advantage
Healthy Family $255,360 $884,389 +$998,685
Moderate / National Average $324,360 $884,389 +$947,685
High Utilization / Chronic $369,360 $884,389 +$674,685

Sensitivity Analysis

Real Return Assumption HSA Balance at 30yr HDHP Advantage (Moderate)
5% (conservative) $580,898 $643,194
7% (base case) $884,389 $947,685
9% (optimistic) $1,328,986 $1,392,282
10% (S&P 500 nominal) $1,608,520 $1,671,816

Even at 5% real — well below the 30-year S&P average — the HDHP advantage exceeds $640K in the moderate scenario.


The "Receipt Banking" Strategy (Advanced)

For high-income families, the HSA can function as a Super-Roth IRA:

  1. Pay all medical costs out-of-pocket in working years — keep every receipt
  2. Let the HSA compound untouched for 20–30 years
  3. In retirement, withdraw the accumulated balance tax-free by submitting old receipts as reimbursement

There is no time limit on HSA reimbursement under IRS rules. A receipt from 2025 can be submitted in 2055. This effectively removes the "medical only" restriction and converts the HSA into a tax-free general retirement account with no required minimum distributions.


Caveats & When PPO Wins

Liquidity constraint: The HDHP requires the ability to cash-flow a $3,400+ deductible in a bad year without deferring care. KFF reports 34% of workers in high-deductible plans have deferred care due to cost. For these families, the PPO's low-friction model has real value the model cannot capture.

Near-term specialty drug dependency: A family requiring $1,000/month specialty medications (GLP-1s, biologics) will hit the $16,600 OOP max immediately. The PPO's $50/month specialty copay ($600/yr) provides better near-term cash flow — though the long-term compounding math still favors HDHP.

Short time horizon: The HDHP advantage is a compounding story. For a worker within 5 years of retirement with minimal HSA balance, the short runway limits the wealth-building benefit substantially.


Conclusion

The mathematical case for HDHP+HSA is not close. The combination of a $2,312 annual premium saving, a $2,298 annual tax subsidy (including the often-missed FICA bypass), and 30 years of S&P 500 compounding produces an asset base the PPO family will never have. The PPO is a consumption model — money flows out, nothing accumulates. The HDHP+HSA is an investment model — medical costs are real, but so is the $884,389 waiting at the end.

The only rational case for a PPO is a specific, near-term situation where the OOP max exposure creates genuine liquidity risk or care deferral. For any family with sufficient savings to absorb the deductible, the HDHP is the superior choice in every scenario modeled.

Sign up for free to join this conversation on GitHub. Already have an account? Sign in to comment