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 | $180,618 | $125,758+43.6% | $169,993+6.3% | $75,163+140.3% |
| Participation rate | 96.6% | 83.6%+13.0pp | 87.0%+9.6pp | 67.2%+29.4pp |
| Annual return | 25.16% | 27.20%-2.0pp | 53.37%-28.2pp | 160.62%-135.5pp |
| Employer contribution / active EE | $4,148 | $4,615-10.1% | $6,785-38.9% | $2,670+55.4% |
| Participant deferral / active EE | $6,044 | $6,837-11.6% | $10,408-41.9% | $4,125+46.5% |
| Admin fee / account holder | $35,618 | $8,173+335.8% | $12,815+177.9% | $5,651+530.3% |