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 | $59,260 | $78,422-24.4% | $95,952-38.2% | $79,858-25.8% |
| Participation rate | 100.0% | 73.5%+26.5pp | 77.1%+22.9pp | 69.6%+30.4pp |
| Annual return | 15.47% | 19.37%-3.9pp | 91.61%-76.1pp | 31.71%-16.2pp |
| Employer contribution / active EE | $5,242 | $1,945+169.5% | $2,541+106.3% | $2,471+112.1% |
| Participant deferral / active EE | $6,209 | $3,440+80.5% | $4,167+49.0% | $3,740+66.0% |
| Admin fee / account holder | $4,694 | $5,622-16.5% | $6,795-30.9% | $5,306-11.5% |