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 | $173,563 | $123,793+40.2% | $177,821-2.4% | $79,858+117.3% |
| Participation rate | 100.0% | 84.7%+15.3pp | 87.7%+12.3pp | 69.6%+30.4pp |
| Annual return | 28.55% | 22.82%+5.7pp | 48.32%-19.8pp | 31.71%-3.2pp |
| Employer contribution / active EE | $11,993 | $4,095+192.8% | $5,918+102.6% | $2,471+385.4% |
| Participant deferral / active EE | $4,608 | $5,956-22.6% | $7,714-40.3% | $3,740+23.2% |
| Admin fee / account holder | $326 | $7,243-95.5% | $12,427-97.4% | $5,306-93.8% |