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 | $213,834 | $54,705+290.9% | $71,209+200.3% | $84,808+152.1% |
| Participation rate | 93.8% | 64.1%+29.7pp | 73.8%+20.0pp | 68.3%+25.4pp |
| Annual return | 21.75% | 35.90%-14.1pp | 282.51%-260.8pp | 40.90%-19.1pp |
| Employer contribution / active EE | $22,446 | $2,158+940.2% | $2,721+724.9% | $2,631+753.1% |
| Participant deferral / active EE | $12,721 | $3,030+319.8% | $4,175+204.7% | $4,212+202.0% |
| Admin fee / account holder | $1,882 | $4,863-61.3% | $5,349-64.8% | $7,344-74.4% |