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 | $95,629 | $89,753+6.5% | $107,525-11.1% | $84,808+12.8% |
| Participation rate | 92.7% | 68.1%+24.7pp | 75.1%+17.7pp | 68.3%+24.4pp |
| Annual return | 15.65% | 29.48%-13.8pp | 181.32%-165.7pp | 40.90%-25.2pp |
| Employer contribution / active EE | $2,519 | $3,113-19.1% | $3,754-32.9% | $2,631-4.2% |
| Participant deferral / active EE | $8,318 | $4,056+105.1% | $5,116+62.6% | $4,212+97.5% |
| Admin fee / account holder | $2,679 | $7,222-62.9% | $8,919-70.0% | $7,344-63.5% |