Filed November 13, 2025
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 9-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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $114,023 | $92,703+23.0% | $82,719+37.8% | $134,475-15.2% |
| Participation rate | 95.5% | 75.2%+20.3pp | 72.6%+22.9pp | 81.2%+14.2pp |
| Annual return | -16.98% | 944.92%-961.9pp | 701.18%-718.2pp | 417.96%-434.9pp |
| Employer contribution / active EE | $17,526 | $3,274+435.3% | $3,009+482.4% | $4,740+269.8% |
| Participant deferral / active EE | $11,042 | $4,802+129.9% | $4,395+151.2% | $6,400+72.5% |
| Admin fee / account holder | $20,610 | $5,983+244.5% | $5,329+286.8% | $11,426+80.4% |