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 | $92,727 | $88,751+4.5% | $81,812+13.3% | $145,922-36.5% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 14.81% | 1025.40%-1010.6pp | 773.79%-759.0pp | 561.29%-546.5pp |
| Employer contribution / active EE | $8,717 | $3,083+182.7% | $2,912+199.3% | $4,660+87.1% |
| Participant deferral / active EE | $5,940 | $4,643+27.9% | $4,319+37.5% | $6,688-11.2% |
| Admin fee / account holder | $1,256 | $8,415-85.1% | $7,386-83.0% | $13,397-90.6% |