Filed November 5, 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.
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 | $177,398 | $148,978+19.1% | $200,582-11.6% | $84,808+109.2% |
| Participation rate | 100.0% | 84.2%+15.8pp | 86.9%+13.1pp | 68.3%+31.7pp |
| Annual return | 15.46% | 28.16%-12.7pp | 42.33%-26.9pp | 40.90%-25.4pp |
| Employer contribution / active EE | $5,036 | $4,815+4.6% | $6,419-21.5% | $2,631+91.4% |
| Participant deferral / active EE | $8,970 | $7,142+25.6% | $9,331-3.9% | $4,212+113.0% |
| Admin fee / account holder | $2,499 | $13,977-82.1% | $16,305-84.7% | $7,344-66.0% |