Filed February 2, 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 | $161,063 | $64,707+148.9% | $112,228+43.5% | $68,494+135.1% |
| Participation rate | 100.0% | 67.2%+32.8pp | 75.1%+24.9pp | 67.9%+32.1pp |
| Annual return | -15.88% | -11.40%-4.5pp | 27.45%-43.3pp | -7.84%-8.0pp |
| Employer contribution / active EE | $1,918 | $2,746-30.1% | $3,635-47.2% | $2,596-26.1% |
| Participant deferral / active EE | $8,843 | $3,565+148.1% | $4,728+87.0% | $4,027+119.6% |
| Admin fee / account holder | $21,674 | $5,232+314.3% | $6,410+238.1% | $5,403+301.2% |