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 | $71,618 | $65,561+9.2% | $86,188-16.9% | $75,163-4.7% |
| Participation rate | 66.7% | 60.5%+6.2pp | 69.0%-2.3pp | 67.2%-0.5pp |
| Annual return | 16.57% | 46.05%-29.5pp | 1168.45%-1151.9pp | 160.62%-144.0pp |
| Employer contribution / active EE | $1,917 | $1,553+23.5% | $2,380-19.5% | $2,670-28.2% |
| Participant deferral / active EE | $4,460 | $3,024+47.5% | $3,985+11.9% | $4,125+8.1% |
| Admin fee / account holder | $13,529 | $5,474+147.2% | $6,852+97.5% | $5,651+139.4% |