Filed May 21, 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 | $149,283 | $87,841+69.9% | $133,980+11.4% | $62,891+137.4% |
| Participation rate | 100.0% | 83.4%+16.6pp | 87.1%+12.9pp | 69.3%+30.7pp |
| Annual return | 11.78% | 12.05%-0.3pp | 29.30%-17.5pp | 20.14%-8.4pp |
| Employer contribution / active EE | $6,267 | $3,483+79.9% | $5,211+20.3% | $2,281+174.8% |
| Participant deferral / active EE | $10,102 | $4,812+109.9% | $6,282+60.8% | $3,203+215.4% |
| Admin fee / account holder | $8,178 | $5,371+52.3% | $9,324-12.3% | $4,296+90.4% |