Filed February 2, 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 | $153,316 | $106,749+43.6% | $145,433+5.4% | $82,448+86.0% |
| Participation rate | 82.4% | 75.6%+6.8pp | 82.1%+0.3pp | 68.1%+14.4pp |
| Annual return | 17.46% | 27.59%-10.1pp | 66.58%-49.1pp | 41.64%-24.2pp |
| Employer contribution / active EE | $6,983 | $3,444+102.7% | $4,554+53.3% | $2,551+173.7% |
| Participant deferral / active EE | $11,325 | $6,519+73.7% | $7,897+43.4% | $4,139+173.6% |
| Admin fee / account holder | $8,945 | $8,390+6.6% | $13,129-31.9% | $7,234+23.6% |