Filed March 30, 2026
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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $85,215 | $65,409+30.3% | $98,442-13.4% | $85,850-0.7% |
| Participation rate | 76.5% | 65.0%+11.5pp | 73.3%+3.1pp | 69.3%+7.2pp |
| Annual return | 47.78% | 21.76%+26.0pp | 1492.73%-1444.9pp | 318.53%-270.7pp |
| Employer contribution / active EE | $0 | $2,168-100.0% | $2,960-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $7,745 | $3,166+144.6% | $4,276+81.1% | $3,952+96.0% |
| Admin fee / account holder | $3,115 | $4,593-32.2% | $5,949-47.6% | $6,260-50.2% |