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 | $202,453 | $71,883+181.6% | $86,677+133.6% | $68,494+195.6% |
| Participation rate | 95.5% | 72.2%+23.2pp | 76.6%+18.9pp | 67.9%+27.6pp |
| Annual return | -16.88% | 3.52%-20.4pp | 35.91%-52.8pp | -7.84%-9.0pp |
| Employer contribution / active EE | $4,920 | $2,173+126.4% | $2,836+73.5% | $2,596+89.5% |
| Participant deferral / active EE | $9,632 | $3,779+154.9% | $4,656+106.9% | $4,027+139.2% |
| Admin fee / account holder | $7,136 | $6,112+16.8% | $7,493-4.8% | $5,403+32.1% |