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 | $209,453 | $137,414+52.4% | $189,513+10.5% | $85,850+144.0% |
| Participation rate | 100.0% | 84.6%+15.4pp | 87.8%+12.2pp | 69.3%+30.7pp |
| Annual return | 15.16% | 38.14%-23.0pp | 555.15%-540.0pp | 318.53%-303.4pp |
| Employer contribution / active EE | $2,837 | $4,344-34.7% | $6,162-54.0% | $2,565+10.6% |
| Participant deferral / active EE | $5,108 | $6,260-18.4% | $8,221-37.9% | $3,952+29.3% |
| Admin fee / account holder | $7,440 | $8,630-13.8% | $12,045-38.2% | $6,260+18.8% |