Filed May 4, 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 | $60,255 | $45,073+33.7% | $69,455-13.2% | $72,985-17.4% |
| Participation rate | 67.6% | 68.5%-0.8pp | 74.6%-7.0pp | 69.5%-1.8pp |
| Annual return | 20.87% | 22.65%-1.8pp | 28.97%-8.1pp | 81.00%-60.1pp |
| Employer contribution / active EE | $625 | $2,054-69.6% | $2,779-77.5% | $2,440-74.4% |
| Participant deferral / active EE | $6,626 | $2,602+154.7% | $3,535+87.4% | $3,607+83.7% |
| Admin fee / account holder | $2,061 | $3,056-32.6% | $3,839-46.3% | $5,124-59.8% |