Filed November 10, 2025
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.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $34,830 | $99,079-64.8% | $77,999-55.3% | $273,961-87.3% |
| Participation rate | 52.6% | 78.6%-25.9pp | 75.5%-22.9pp | 83.0%-30.4pp |
| Annual return | 7.02% | 217.93%-210.9pp | 425.96%-418.9pp | 41.45%-34.4pp |
| Employer contribution / active EE | $1,125 | $3,308-66.0% | $2,470-54.5% | $4,869-76.9% |
| Participant deferral / active EE | $1,508 | $4,306-65.0% | $3,497-56.9% | $5,287-71.5% |
| Admin fee / account holder | $1,243 | $8,954-86.1% | $5,480-77.3% | $10,132-87.7% |