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 | $182,852 | $123,793+47.7% | $177,821+2.8% | $79,858+129.0% |
| Participation rate | 100.0% | 84.7%+15.3pp | 87.7%+12.3pp | 69.6%+30.4pp |
| Annual return | 9.37% | 22.82%-13.4pp | 48.32%-39.0pp | 31.71%-22.3pp |
| Employer contribution / active EE | $9,273 | $4,095+126.4% | $5,918+56.7% | $2,471+275.3% |
| Participant deferral / active EE | $11,412 | $5,956+91.6% | $7,714+47.9% | $3,740+205.1% |
| Admin fee / account holder | $9,119 | $7,243+25.9% | $12,427-26.6% | $5,306+71.9% |