Filed February 6, 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 | $27,208 | $60,165-54.8% | $74,183-63.3% | $55,167-50.7% |
| Participation rate | 100.0% | 74.2%+25.8pp | 76.6%+23.4pp | 69.0%+31.0pp |
| Annual return | 6.47% | 10.00%-3.5pp | 17.74%-11.3pp | 169.23%-162.8pp |
| Employer contribution / active EE | $2,885 | $1,600+80.3% | $2,370+21.7% | $1,963+47.0% |
| Participant deferral / active EE | $2,247 | $2,973-24.4% | $3,550-36.7% | $3,054-26.4% |
| Admin fee / account holder | $746 | $419+78.0% | $5,586-86.6% | $504+48.1% |