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 | $86,765 | $92,703-6.4% | $82,719+4.9% | $134,475-35.5% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -14.99% | 944.92%-959.9pp | 701.18%-716.2pp | 417.96%-433.0pp |
| Employer contribution / active EE | $4,783 | $3,274+46.1% | $3,009+59.0% | $4,740+0.9% |
| Participant deferral / active EE | $3,398 | $4,802-29.2% | $4,395-22.7% | $6,400-46.9% |
| Admin fee / account holder | $17,533 | $5,983+193.1% | $5,329+229.0% | $11,426+53.4% |