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 | $77,629 | $160,055-51.5% | $140,016-44.6% | $135,375-42.7% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -5.18% | 911.38%-916.6pp | 651.12%-656.3pp | 519.73%-524.9pp |
| Employer contribution / active EE | $5,453 | $6,420-15.1% | $5,606-2.7% | $4,779+14.1% |
| Participant deferral / active EE | $7,543 | $7,642-1.3% | $6,927+8.9% | $5,609+34.5% |
| Admin fee / account holder | $8,383 | $13,328-37.1% | $10,705-21.7% | $10,827-22.6% |