Filed September 14, 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.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $52,765 | $165,335-68.1% | $149,696-64.8% | $158,922-66.8% |
| Participation rate | 57.1% | 84.6%-27.4pp | 82.5%-25.3pp | 82.0%-24.8pp |
| Annual return | 18.41% | 348.15%-329.7pp | 276.60%-258.2pp | 302.83%-284.4pp |
| Employer contribution / active EE | $1,020 | $5,103-80.0% | $4,644-78.0% | $4,761-78.6% |
| Participant deferral / active EE | $1,915 | $7,181-73.3% | $6,842-72.0% | $5,982-68.0% |
| Admin fee / account holder | $453 | $10,807-95.8% | $9,309-95.1% | $11,246-96.0% |