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 | $75,997 | $68,719+10.6% | $91,541-17.0% | $84,808-10.4% |
| Participation rate | 42.7% | 64.5%-21.8pp | 69.8%-27.1pp | 68.3%-25.6pp |
| Annual return | 18.20% | 19.12%-0.9pp | 20.50%-2.3pp | 40.90%-22.7pp |
| Employer contribution / active EE | $1,249 | $1,920-34.9% | $2,505-50.1% | $2,631-52.5% |
| Participant deferral / active EE | $2,364 | $3,136-24.6% | $4,008-41.0% | $4,212-43.9% |
| Admin fee / account holder | $1,594 | $5,786-72.5% | $6,956-77.1% | $7,344-78.3% |