Filed December 17, 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 | $110,643 | $109,817+0.8% | $98,442+12.4% | $167,490-33.9% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | 17.85% | 1956.69%-1938.8pp | 1492.73%-1474.9pp | 478.56%-460.7pp |
| Employer contribution / active EE | $5,560 | $3,224+72.5% | $2,960+87.8% | $4,837+14.9% |
| Participant deferral / active EE | $8,282 | $4,673+77.2% | $4,276+93.7% | $6,341+30.6% |
| Admin fee / account holder | $1,329 | $6,753-80.3% | $5,949-77.7% | $12,309-89.2% |