Filed July 30, 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.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $74,166 | $138,347-46.4% | $184,203-59.7% | $80,856-8.3% |
| Participation rate | 63.2% | 83.9%-20.6pp | 86.8%-23.6pp | 67.6%-4.4pp |
| Annual return | 15.36% | 20.02%-4.7pp | 28.81%-13.5pp | 35.59%-20.2pp |
| Employer contribution / active EE | $2,287 | $4,850-52.9% | $6,427-64.4% | $2,755-17.0% |
| Participant deferral / active EE | $7,668 | $7,071+8.4% | $9,131-16.0% | $4,296+78.5% |
| Admin fee / account holder | $7,604 | $10,483-27.5% | $13,901-45.3% | $6,918+9.9% |