Filed December 23, 2025
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 | $47,787 | $59,101-19.1% | $77,163-38.1% | $75,163-36.4% |
| Participation rate | 46.8% | 63.9%-17.1pp | 69.6%-22.8pp | 67.2%-20.4pp |
| Annual return | 17.98% | 26.71%-8.7pp | 37.87%-19.9pp | 160.62%-142.6pp |
| Employer contribution / active EE | $1,475 | $1,995-26.1% | $2,535-41.8% | $2,670-44.8% |
| Participant deferral / active EE | $2,518 | $2,999-16.0% | $3,833-34.3% | $4,125-39.0% |
| Admin fee / account holder | $5,495 | $4,774+15.1% | $5,472+0.4% | $5,651-2.8% |