Filed March 2, 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.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $82,839 | $41,377+100.2% | $109,313-24.2% | $62,891+31.7% |
| Participation rate | 63.2% | 57.5%+5.6pp | 71.3%-8.1pp | 69.3%-6.1pp |
| Annual return | 6.87% | 11.05%-4.2pp | 22.07%-15.2pp | 20.14%-13.3pp |
| Employer contribution / active EE | $3,177 | $1,276+149.0% | $3,892-18.4% | $2,281+39.3% |
| Participant deferral / active EE | $3,730 | $2,045+82.4% | $3,166+17.8% | $3,203+16.5% |
| Admin fee / account holder | $1,115 | $2,884-61.3% | $5,666-80.3% | $4,296-74.0% |