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.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $162,055 | $110,094+47.2% | $151,611+6.9% | $68,494+136.6% |
| Participation rate | 95.2% | 84.0%+11.3pp | 87.5%+7.7pp | 67.9%+27.3pp |
| Annual return | -25.76% | -10.12%-15.6pp | 3.33%-29.1pp | -7.84%-17.9pp |
| Employer contribution / active EE | $3,678 | $4,471-17.7% | $6,166-40.3% | $2,596+41.7% |
| Participant deferral / active EE | $5,021 | $6,527-23.1% | $8,363-40.0% | $4,027+24.7% |
| Admin fee / account holder | $649 | $7,719-91.6% | $11,616-94.4% | $5,403-88.0% |