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 | $227,661 | $80,968+181.2% | $96,544+135.8% | $75,163+202.9% |
| Participation rate | 97.7% | 71.8%+26.0pp | 76.0%+21.8pp | 67.2%+30.5pp |
| Annual return | 17.75% | 27.06%-9.3pp | 25.84%-8.1pp | 160.62%-142.9pp |
| Employer contribution / active EE | $5,761 | $2,282+152.5% | $2,965+94.3% | $2,670+115.8% |
| Participant deferral / active EE | $11,075 | $3,928+181.9% | $4,851+128.3% | $4,125+168.5% |
| Admin fee / account holder | $20,722 | $6,724+208.2% | $8,252+151.1% | $5,651+266.7% |