Filed October 8, 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 | $242,257 | $202,318+19.7% | $172,739+40.2% | $152,861+58.5% |
| Participation rate | 90.9% | 87.1%+3.9pp | 82.6%+8.3pp | 82.4%+8.5pp |
| Annual return | 29.76% | 1029.65%-999.9pp | 802.84%-773.1pp | 345.32%-315.6pp |
| Employer contribution / active EE | $2,564 | $5,856-56.2% | $5,143-50.1% | $4,762-46.2% |
| Participant deferral / active EE | $7,552 | $5,948+27.0% | $5,198+45.3% | $5,850+29.1% |
| Admin fee / account holder | $1,112 | $17,109-93.5% | $13,954-92.0% | $11,596-90.4% |