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.
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 | $76,783 | $58,208+31.9% | $81,812-6.1% | $80,856-5.0% |
| Participation rate | 86.1% | 63.4%+22.7pp | 72.3%+13.8pp | 67.6%+18.5pp |
| Annual return | 24.69% | 41.66%-17.0pp | 773.79%-749.1pp | 35.59%-10.9pp |
| Employer contribution / active EE | $0 | $2,340-100.0% | $2,912-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $8,701 | $3,281+165.2% | $4,319+101.5% | $4,296+102.5% |
| Admin fee / account holder | $28,650 | $4,981+475.1% | $7,386+287.9% | $6,918+314.1% |