Filed May 12, 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.
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 | $182,505 | $63,346+188.1% | $92,233+97.9% | $70,131+160.2% |
| Participation rate | 89.0% | 68.7%+20.4pp | 76.5%+12.5pp | 69.5%+19.5pp |
| Annual return | 24.59% | 530.12%-505.5pp | 176.28%-151.7pp | 73.14%-48.5pp |
| Employer contribution / active EE | $3,714 | $2,471+50.3% | $3,679+0.9% | $2,342+58.5% |
| Participant deferral / active EE | $7,896 | $2,854+176.7% | $3,897+102.6% | $3,332+137.0% |
| Admin fee / account holder | $6,454 | $3,840+68.1% | $5,194+24.3% | $4,645+38.9% |