Filed October 20, 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 | $186,493 | $115,770+61.1% | $101,248+84.2% | $158,922+17.3% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 13.00% | 56.14%-43.1pp | 46.47%-33.5pp | 302.83%-289.8pp |
| Employer contribution / active EE | $4,545 | $4,175+8.9% | $3,660+24.2% | $4,761-4.5% |
| Participant deferral / active EE | $10,349 | $4,957+108.8% | $4,370+136.8% | $5,982+73.0% |
| Admin fee / account holder | $19,867 | $7,245+174.2% | $5,945+234.2% | $11,246+76.7% |