Filed April 16, 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.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $169,620 | $67,606+150.9% | $82,313+106.1% | $70,131+141.9% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.9%+23.1pp | 69.5%+30.5pp |
| Annual return | 10.12% | 21.57%-11.4pp | 25.88%-15.8pp | 73.14%-63.0pp |
| Employer contribution / active EE | $4,606 | $1,755+162.5% | $2,428+89.7% | $2,342+96.7% |
| Participant deferral / active EE | $7,222 | $2,987+141.8% | $3,706+94.9% | $3,332+116.8% |
| Admin fee / account holder | $1,855 | $4,512-58.9% | $5,608-66.9% | $4,645-60.1% |