Filed June 9, 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 | $219,154 | $57,354+282.1% | $83,848+161.4% | $64,186+241.4% |
| Participation rate | 100.0% | 68.6%+31.4pp | 76.1%+23.9pp | 69.6%+30.4pp |
| Annual return | -4.89% | 11.38%-16.3pp | 850.88%-855.8pp | 7.63%-12.5pp |
| Employer contribution / active EE | $4,012 | $2,545+57.6% | $3,631+10.5% | $2,381+68.5% |
| Participant deferral / active EE | $8,521 | $2,993+184.7% | $4,082+108.8% | $3,470+145.6% |
| Admin fee / account holder | $11,720 | $4,046+189.7% | $5,478+113.9% | $4,888+139.8% |