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.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $186,302 | $69,010+170.0% | $159,960+16.5% | $68,494+172.0% |
| Participation rate | 87.7% | 65.4%+22.3pp | 78.0%+9.8pp | 67.9%+19.8pp |
| Annual return | -24.34% | -9.65%-14.7pp | 408.60%-432.9pp | -7.84%-16.5pp |
| Employer contribution / active EE | $131 | $2,213-94.1% | $4,226-96.9% | $2,596-95.0% |
| Participant deferral / active EE | $10,851 | $4,212+157.6% | $6,182+75.5% | $4,027+169.4% |
| Admin fee / account holder | $19,878 | $4,798+314.3% | $8,698+128.5% | $5,403+267.9% |