Filed July 10, 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 | $114,690 | $78,672+45.8% | $109,143+5.1% | $85,850+33.6% |
| Participation rate | 100.0% | 68.3%+31.7pp | 75.9%+24.1pp | 69.3%+30.7pp |
| Annual return | 15.79% | 25.09%-9.3pp | 25.75%-10.0pp | 318.53%-302.7pp |
| Employer contribution / active EE | $3,132 | $2,735+14.5% | $3,722-15.8% | $2,565+22.1% |
| Participant deferral / active EE | $8,223 | $3,467+137.2% | $4,653+76.7% | $3,952+108.1% |
| Admin fee / account holder | $2,648 | $5,469-51.6% | $6,752-60.8% | $6,260-57.7% |