Filed January 13, 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.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,715 | $123,793-72.8% | $177,821-81.0% | $79,858-57.8% |
| Participation rate | 80.0% | 84.7%-4.7pp | 87.7%-7.7pp | 69.6%+10.4pp |
| Annual return | 39.05% | 22.82%+16.2pp | 48.32%-9.3pp | 31.71%+7.3pp |
| Employer contribution / active EE | $2,390 | $4,095-41.6% | $5,918-59.6% | $2,471-3.3% |
| Participant deferral / active EE | $4,949 | $5,956-16.9% | $7,714-35.8% | $3,740+32.3% |
| Admin fee / account holder | $2,899 | $7,243-60.0% | $12,427-76.7% | $5,306-45.4% |