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 | $246,151 | $86,286+185.3% | $111,297+121.2% | $85,850+186.7% |
| Participation rate | 97.6% | 73.3%+24.2pp | 77.3%+20.3pp | 69.3%+28.2pp |
| Annual return | 14.65% | 19.99%-5.3pp | 54.65%-40.0pp | 318.53%-303.9pp |
| Employer contribution / active EE | $4,530 | $2,043+121.7% | $2,731+65.9% | $2,565+76.6% |
| Participant deferral / active EE | $8,692 | $3,641+138.8% | $4,487+93.7% | $3,952+120.0% |
| Admin fee / account holder | $18,449 | $8,188+125.3% | $7,964+131.7% | $6,260+194.7% |