Filed May 18, 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.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $14,866 | $56,897-73.9% | $84,750-82.5% | $62,891-76.4% |
| Participation rate | 79.1% | 68.5%+10.6pp | 76.6%+2.5pp | 69.3%+9.8pp |
| Annual return | 19.95% | 6.30%+13.7pp | 22.78%-2.8pp | 20.14%-0.2pp |
| Employer contribution / active EE | $1,660 | $2,400-30.8% | $3,574-53.5% | $2,281-27.2% |
| Participant deferral / active EE | $3,034 | $2,709+12.0% | $3,712-18.3% | $3,203-5.3% |
| Admin fee / account holder | $1,095 | $3,581-69.4% | $5,332-79.5% | $4,296-74.5% |