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 | $114,381+53.9% | $107,525+63.7% | $142,382+23.6% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 9.38% | 242.71%-233.3pp | 181.32%-171.9pp | 217.08%-207.7pp |
| Employer contribution / active EE | $13,559 | $4,015+237.7% | $3,754+261.2% | $4,299+215.4% |
| Participant deferral / active EE | $5,718 | $5,564+2.8% | $5,116+11.8% | $6,507-12.1% |
| Admin fee / account holder | $30,840 | $9,860+212.8% | $8,919+245.8% | $12,624+144.3% |