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 | $178,663 | $57,354+211.5% | $83,848+113.1% | $64,186+178.4% |
| Participation rate | 91.5% | 68.6%+22.9pp | 76.1%+15.3pp | 69.6%+21.9pp |
| Annual return | -4.76% | 11.38%-16.1pp | 850.88%-855.6pp | 7.63%-12.4pp |
| Employer contribution / active EE | $3,866 | $2,545+51.9% | $3,631+6.5% | $2,381+62.4% |
| Participant deferral / active EE | $8,795 | $2,993+193.8% | $4,082+115.5% | $3,470+153.5% |
| Admin fee / account holder | $2,145 | $4,046-47.0% | $5,478-60.9% | $4,888-56.1% |