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 | $71,055 | $78,422-9.4% | $95,952-25.9% | $79,858-11.0% |
| Participation rate | 100.0% | 73.5%+26.5pp | 77.1%+22.9pp | 69.6%+30.4pp |
| Annual return | 21.93% | 19.37%+2.6pp | 91.61%-69.7pp | 31.71%-9.8pp |
| Employer contribution / active EE | $3,125 | $1,945+60.7% | $2,541+23.0% | $2,471+26.5% |
| Participant deferral / active EE | $3,422 | $3,440-0.5% | $4,167-17.9% | $3,740-8.5% |
| Admin fee / account holder | $2,257 | $5,622-59.9% | $6,795-66.8% | $5,306-57.5% |