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 | $180,749-86.5% | $160,784-84.8% | $137,256-82.2% |
| Participation rate | 100.0% | 80.0%+20.0pp | 77.0%+23.0pp | 80.0%+20.0pp |
| Annual return | 17.19% | 2234.46%-2217.3pp | 1803.92%-1786.7pp | 220.34%-203.2pp |
| Employer contribution / active EE | $2,902 | $4,155-30.2% | $3,733-22.3% | $4,156-30.2% |
| Participant deferral / active EE | $4,244 | $6,844-38.0% | $6,293-32.6% | $6,407-33.8% |
| Admin fee / account holder | $6,674 | $10,397-35.8% | $9,717-31.3% | $12,270-45.6% |