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.
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 | $30,511 | $72,277-57.8% | $101,248-69.9% | $79,858-61.8% |
| Participation rate | 63.4% | 68.5%-5.0pp | 75.8%-12.4pp | 69.6%-6.2pp |
| Annual return | 15.94% | 22.30%-6.4pp | 46.47%-30.5pp | 31.71%-15.8pp |
| Employer contribution / active EE | $1,663 | $2,692-38.2% | $3,660-54.6% | $2,471-32.7% |
| Participant deferral / active EE | $3,806 | $3,282+16.0% | $4,370-12.9% | $3,740+1.8% |
| Admin fee / account holder | $5,458 | $4,400+24.0% | $5,945-8.2% | $5,306+2.9% |