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 | $155,129 | $58,208+166.5% | $81,812+89.6% | $80,856+91.9% |
| Participation rate | 97.1% | 63.4%+33.6pp | 72.3%+24.7pp | 67.6%+29.4pp |
| Annual return | 13.15% | 41.66%-28.5pp | 773.79%-760.6pp | 35.59%-22.4pp |
| Employer contribution / active EE | $20,090 | $2,340+758.6% | $2,912+589.9% | $2,755+629.3% |
| Participant deferral / active EE | $11,826 | $3,281+260.4% | $4,319+173.8% | $4,296+175.3% |
| Admin fee / account holder | $16,220 | $4,981+225.6% | $7,386+119.6% | $6,918+134.5% |