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.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $128,716 | $94,529+36.2% | $140,016-8.1% | $64,186+100.5% |
| Participation rate | 98.2% | 84.1%+14.1pp | 87.5%+10.7pp | 69.6%+28.6pp |
| Annual return | -9.49% | 7.77%-17.3pp | 651.12%-660.6pp | 7.63%-17.1pp |
| Employer contribution / active EE | $5,668 | $3,812+48.7% | $5,606+1.1% | $2,381+138.1% |
| Participant deferral / active EE | $9,387 | $5,250+78.8% | $6,927+35.5% | $3,470+170.5% |
| Admin fee / account holder | $3,544 | $6,741-47.4% | $10,705-66.9% | $4,888-27.5% |