Filed December 10, 2025
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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $172,032 | $65,395+163.1% | $182,532-5.8% | $72,985+135.7% |
| Participation rate | 76.8% | 65.4%+11.3pp | 78.0%-1.2pp | 69.5%+7.3pp |
| Annual return | 26.63% | 27.68%-1.1pp | 148.54%-121.9pp | 81.00%-54.4pp |
| Employer contribution / active EE | $0 | $1,911-100.0% | $4,076-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $8,445 | $3,563+137.0% | $5,524+52.9% | $3,607+134.1% |
| Admin fee / account holder | $16,039 | $4,245+277.9% | $8,592+86.7% | $5,124+213.0% |