Filed November 18, 2025
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 | $176,053 | $111,535+57.8% | $105,223+67.3% | $137,256+28.3% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | 9.38% | 237.85%-228.5pp | 180.65%-171.3pp | 220.34%-211.0pp |
| Employer contribution / active EE | $13,559 | $3,939+244.2% | $3,689+267.6% | $4,156+226.2% |
| Participant deferral / active EE | $5,718 | $5,500+4.0% | $5,072+12.8% | $6,407-10.7% |
| Admin fee / account holder | $30,840 | $9,721+217.2% | $8,859+248.1% | $12,270+151.3% |