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 | $57,692 | $80,968-28.7% | $96,544-40.2% | $75,163-23.2% |
| Participation rate | 100.0% | 71.8%+28.2pp | 76.0%+24.0pp | 67.2%+32.8pp |
| Annual return | 12.75% | 27.06%-14.3pp | 25.84%-13.1pp | 160.62%-147.9pp |
| Employer contribution / active EE | $4,894 | $2,282+114.5% | $2,965+65.1% | $2,670+83.3% |
| Participant deferral / active EE | $4,913 | $3,928+25.1% | $4,851+1.3% | $4,125+19.1% |
| Admin fee / account holder | $4,603 | $6,724-31.6% | $8,252-44.2% | $5,651-18.6% |