Filed June 1, 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 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.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $46,051 | $80,753-43.0% | $136,294-66.2% | $62,292-26.1% |
| Participation rate | 58.6% | 73.5%-15.0pp | 81.9%-23.4pp | 69.5%-11.0pp |
| Annual return | 24.01% | 35.83%-11.8pp | 5155.94%-5131.9pp | 28.90%-4.9pp |
| Employer contribution / active EE | $1,705 | $2,884-40.9% | $4,695-63.7% | $2,042-16.5% |
| Participant deferral / active EE | $4,025 | $5,164-22.1% | $6,247-35.6% | $3,169+27.0% |
| Admin fee / account holder | $4,107 | $525+681.6% | $9,243-55.6% | $479+756.7% |