Filed September 3, 2026
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 9-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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $72,480 | $56,199+29.0% | $67,652+7.1% | $59,632+21.5% |
| Participation rate | 76.9% | 71.5%+5.5pp | 75.7%+1.3pp | 68.7%+8.3pp |
| Annual return | 1.62% | 18505.31%-18503.7pp | 6625.04%-6623.4pp | 2041.28%-2039.7pp |
| Employer contribution / active EE | $4,362 | $1,614+170.2% | $2,266+92.5% | $2,203+98.0% |
| Participant deferral / active EE | $13,891 | $2,844+388.5% | $3,560+290.2% | $3,192+335.2% |
| Admin fee / account holder | $8,405 | $3,958+112.3% | $4,821+74.3% | $4,297+95.6% |