Filed June 30, 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.
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 | $65,906 | $65,041+1.3% | $90,951-27.5% | $79,858-17.5% |
| Participation rate | 55.6% | 61.6%-6.1pp | 69.0%-13.5pp | 69.6%-14.1pp |
| Annual return | 10.25% | 30.45%-20.2pp | 134.60%-124.4pp | 31.71%-21.5pp |
| Employer contribution / active EE | $270 | $1,247-78.3% | $2,122-87.3% | $2,471-89.1% |
| Participant deferral / active EE | $2,806 | $2,512+11.7% | $3,373-16.8% | $3,740-25.0% |
| Admin fee / account holder | $11,670 | $4,536+157.3% | $5,959+95.9% | $5,306+119.9% |