Filed March 30, 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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $126,032 | $109,359+15.2% | $162,163-22.3% | $72,985+72.7% |
| Participation rate | 98.4% | 84.3%+14.1pp | 87.6%+10.8pp | 69.5%+28.9pp |
| Annual return | 43.17% | 25.46%+17.7pp | 115.59%-72.4pp | 81.00%-37.8pp |
| Employer contribution / active EE | $2,589 | $3,907-33.7% | $5,614-53.9% | $2,440+6.1% |
| Participant deferral / active EE | $4,958 | $5,481-9.5% | $7,298-32.1% | $3,607+37.5% |
| Admin fee / account holder | $15,463 | $7,972+94.0% | $10,843+42.6% | $5,124+201.7% |