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 | $104,089 | $81,460+27.8% | $103,333+0.7% | $80,856+28.7% |
| Participation rate | 78.3% | 66.8%+11.4pp | 74.5%+3.8pp | 67.6%+10.6pp |
| Annual return | 14.75% | 25.55%-10.8pp | 24.88%-10.1pp | 35.59%-20.8pp |
| Employer contribution / active EE | $2,429 | $3,105-21.8% | $3,868-37.2% | $2,755-11.8% |
| Participant deferral / active EE | $7,099 | $3,869+83.5% | $5,057+40.4% | $4,296+65.3% |
| Admin fee / account holder | $16,542 | $6,566+151.9% | $8,355+98.0% | $6,918+139.1% |