Filed April 20, 2026
Unlock peer percentile detail for $4.99 your first month
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Unlock 6-year trajectory for $4.99 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 | $107,189 | $72,071+48.7% | $68,368+56.8% | $137,256-21.9% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 15.77% | 353.14%-337.4pp | 292.57%-276.8pp | 220.34%-204.6pp |
| Employer contribution / active EE | $3,621 | $2,788+29.9% | $2,649+36.7% | $4,156-12.9% |
| Participant deferral / active EE | $7,878 | $4,410+78.6% | $4,123+91.1% | $6,407+23.0% |
| Admin fee / account holder | $34,641 | $5,336+549.3% | $5,150+572.7% | $12,270+182.3% |