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 | $67,738 | $86,286-21.5% | $111,297-39.1% | $85,850-21.1% |
| Participation rate | 100.0% | 73.3%+26.7pp | 77.3%+22.7pp | 69.3%+30.7pp |
| Annual return | 13.09% | 19.99%-6.9pp | 54.65%-41.6pp | 318.53%-305.4pp |
| Employer contribution / active EE | $3,795 | $2,043+85.7% | $2,731+39.0% | $2,565+47.9% |
| Participant deferral / active EE | $5,782 | $3,641+58.8% | $4,487+28.8% | $3,952+46.3% |
| Admin fee / account holder | $7,135 | $8,188-12.9% | $7,964-10.4% | $6,260+14.0% |