Filed July 23, 2026
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 | $61,481 | $153,772-60.0% | $133,980-54.1% | $273,961-77.6% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 8.69% | 36.51%-27.8pp | 29.30%-20.6pp | 41.45%-32.8pp |
| Employer contribution / active EE | $5,514 | $6,029-8.5% | $5,211+5.8% | $4,869+13.3% |
| Participant deferral / active EE | $7,291 | $6,958+4.8% | $6,282+16.1% | $5,287+37.9% |
| Admin fee / account holder | $29,110 | $11,765+147.4% | $9,324+212.2% | $10,132+187.3% |