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 | $67,074 | $59,805+12.2% | $79,550-15.7% | $68,494-2.1% |
| Participation rate | 67.7% | 61.1%+6.7pp | 69.5%-1.7pp | 67.9%-0.1pp |
| Annual return | -15.31% | -12.30%-3.0pp | 0.16%-15.5pp | -7.84%-7.5pp |
| Employer contribution / active EE | $1,834 | $1,505+21.9% | $2,413-24.0% | $2,596-29.4% |
| Participant deferral / active EE | $4,298 | $3,024+42.1% | $3,985+7.9% | $4,027+6.7% |
| Admin fee / account holder | $618 | $4,835-87.2% | $6,832-91.0% | $5,403-88.6% |