Filed September 4, 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 | $177,188 | $74,888+136.6% | $71,209+148.8% | $142,382+24.4% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 21.94% | 345.14%-323.2pp | 282.51%-260.6pp | 217.08%-195.1pp |
| Employer contribution / active EE | $23,221 | $2,854+713.5% | $2,721+753.4% | $4,299+440.1% |
| Participant deferral / active EE | $15,016 | $4,454+237.1% | $4,175+259.6% | $6,507+130.8% |
| Admin fee / account holder | $83,156 | $5,568+1393.4% | $5,349+1454.7% | $12,624+558.7% |