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 | $72,277 | $96,635-25.2% | $86,612-16.6% | $139,434-48.2% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 14.10% | 106.41%-92.3pp | 591.07%-577.0pp | 372.94%-358.8pp |
| Employer contribution / active EE | $5,637 | $3,263+72.8% | $3,022+86.5% | $4,751+18.7% |
| Participant deferral / active EE | $5,328 | $4,836+10.2% | $4,438+20.1% | $6,710-20.6% |
| Admin fee / account holder | $38,779 | $6,408+505.2% | $5,614+590.7% | $11,403+240.1% |