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 | $220,795 | $78,422+181.5% | $95,952+130.1% | $79,858+176.5% |
| Participation rate | 97.6% | 73.5%+24.1pp | 77.1%+20.5pp | 69.6%+27.9pp |
| Annual return | 15.07% | 19.37%-4.3pp | 91.61%-76.5pp | 31.71%-16.6pp |
| Employer contribution / active EE | $5,082 | $1,945+161.3% | $2,541+100.0% | $2,471+105.7% |
| Participant deferral / active EE | $8,497 | $3,440+147.0% | $4,167+103.9% | $3,740+127.2% |
| Admin fee / account holder | $11,486 | $5,622+104.3% | $6,795+69.0% | $5,306+116.5% |