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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $177,543 | $72,492+144.9% | $87,100+103.8% | $72,985+143.3% |
| Participation rate | 97.6% | 72.8%+24.8pp | 76.9%+20.8pp | 69.5%+28.1pp |
| Annual return | 21.29% | 24.46%-3.2pp | 28.19%-6.9pp | 81.00%-59.7pp |
| Employer contribution / active EE | $5,086 | $1,894+168.5% | $2,521+101.7% | $2,440+108.4% |
| Participant deferral / active EE | $8,103 | $3,270+147.8% | $4,049+100.1% | $3,607+124.6% |
| Admin fee / account holder | $10,904 | $5,055+115.7% | $7,497+45.5% | $5,124+112.8% |