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 | $107,782 | $73,933+45.8% | $96,683+11.5% | $75,163+43.4% |
| Participation rate | 100.0% | 66.4%+33.6pp | 74.3%+25.7pp | 67.2%+32.8pp |
| Annual return | 17.23% | 26.70%-9.5pp | 35.69%-18.5pp | 160.62%-143.4pp |
| Employer contribution / active EE | $2,801 | $2,928-4.3% | $3,737-25.0% | $2,670+4.9% |
| Participant deferral / active EE | $8,595 | $3,659+134.9% | $4,878+76.2% | $4,125+108.4% |
| Admin fee / account holder | $6,857 | $5,216+31.5% | $6,730+1.9% | $5,651+21.3% |