Filed September 8, 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 | $21,212 | $57,281-63.0% | $86,612-75.5% | $75,163-71.8% |
| Participation rate | 98.2% | 63.2%+35.0pp | 71.7%+26.5pp | 67.2%+31.0pp |
| Annual return | 30.92% | 2670.75%-2639.8pp | 591.07%-560.1pp | 160.62%-129.7pp |
| Employer contribution / active EE | $2,065 | $2,314-10.8% | $3,022-31.7% | $2,670-22.7% |
| Participant deferral / active EE | $3,933 | $3,318+18.6% | $4,438-11.4% | $4,125-4.6% |
| Admin fee / account holder | $4,020 | $4,112-2.2% | $5,614-28.4% | $5,651-28.9% |