Filed March 6, 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 | $130,770 | $55,002+137.8% | $59,878+118.4% | $56,287+132.3% |
| Participation rate | 95.3% | 75.9%+19.4pp | 74.7%+20.6pp | 69.9%+25.5pp |
| Annual return | -3.33% | 1.13%-4.5pp | 3.46%-6.8pp | -9.96%+6.6pp |
| Employer contribution / active EE | $4,261 | $2,448+74.1% | $2,722+56.6% | $2,111+101.9% |
| Participant deferral / active EE | $10,498 | $3,121+236.4% | $3,402+208.6% | $3,350+213.4% |
| Admin fee / account holder | $5,729 | $236+2330.0% | $3,590+59.6% | $521+999.7% |