Filed June 22, 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 4-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 | $24,390 | $189,613-87.1% | $167,512-85.4% | $142,382-82.9% |
| Participation rate | 100.0% | 80.1%+19.9pp | 77.1%+22.9pp | 80.1%+19.9pp |
| Annual return | 17.19% | 2024.68%-2007.5pp | 1615.79%-1598.6pp | 217.08%-199.9pp |
| Employer contribution / active EE | $2,902 | $4,349-33.3% | $3,882-25.2% | $4,299-32.5% |
| Participant deferral / active EE | $4,244 | $6,981-39.2% | $6,405-33.7% | $6,507-34.8% |
| Admin fee / account holder | $6,674 | $10,528-36.6% | $9,769-31.7% | $12,624-47.1% |