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 | $175,245 | $73,638+138.0% | $95,952+82.6% | $73,488+138.5% |
| Participation rate | 85.0% | 76.2%+8.8pp | 77.1%+7.9pp | 70.7%+14.3pp |
| Annual return | 24.80% | 16.78%+8.0pp | 91.61%-66.8pp | 28.51%-3.7pp |
| Employer contribution / active EE | $6,156 | $1,863+230.4% | $2,541+142.3% | $2,270+171.2% |
| Participant deferral / active EE | $15,043 | $3,617+315.9% | $4,167+261.0% | $3,740+302.3% |
| Admin fee / account holder | $17,113 | $482+3449.7% | $6,795+151.8% | $513+3235.4% |