Filed March 10, 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.
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 | $154,741 | $102,966+50.3% | $90,281+71.4% | $152,861+1.2% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.4%+17.6pp |
| Annual return | 19.17% | 95.16%-76.0pp | 78.10%-58.9pp | 345.32%-326.2pp |
| Employer contribution / active EE | $9,750 | $3,139+210.6% | $2,854+241.6% | $4,762+104.7% |
| Participant deferral / active EE | $9,607 | $4,281+124.4% | $3,885+147.3% | $5,850+64.2% |
| Admin fee / account holder | $956 | $6,171-84.5% | $5,351-82.1% | $11,596-91.8% |