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 | $59,115 | $64,480-8.3% | $81,382-27.4% | $80,856-26.9% |
| Participation rate | 44.9% | 63.9%-18.9pp | 69.5%-24.5pp | 67.6%-22.7pp |
| Annual return | 11.99% | 16.34%-4.3pp | 24.73%-12.7pp | 35.59%-23.6pp |
| Employer contribution / active EE | $1,490 | $1,978-24.7% | $2,463-39.5% | $2,755-45.9% |
| Participant deferral / active EE | $2,535 | $3,094-18.1% | $3,883-34.7% | $4,296-41.0% |
| Admin fee / account holder | $8,360 | $5,671+47.4% | $5,768+44.9% | $6,918+20.8% |