Filed September 25, 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.
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 | $100,789 | $53,822+87.3% | $75,696+33.2% | $85,850+17.4% |
| Participation rate | 87.0% | 69.1%+17.9pp | 74.8%+12.1pp | 69.3%+17.6pp |
| Annual return | 29.32% | 24.54%+4.8pp | 104.53%-75.2pp | 318.53%-289.2pp |
| Employer contribution / active EE | $3,357 | $2,017+66.4% | $2,743+22.4% | $2,565+30.9% |
| Participant deferral / active EE | $3,461 | $2,895+19.5% | $3,821-9.4% | $3,952-12.4% |
| Admin fee / account holder | $2,616 | $3,343-21.7% | $3,619-27.7% | $6,260-58.2% |