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 | $199,969 | $138,347+44.5% | $184,203+8.6% | $80,856+147.3% |
| Participation rate | 92.6% | 83.9%+8.8pp | 86.8%+5.8pp | 67.6%+25.0pp |
| Annual return | 22.22% | 20.02%+2.2pp | 28.81%-6.6pp | 35.59%-13.4pp |
| Employer contribution / active EE | $3,902 | $4,850-19.6% | $6,427-39.3% | $2,755+41.6% |
| Participant deferral / active EE | $5,647 | $7,071-20.1% | $9,131-38.2% | $4,296+31.5% |
| Admin fee / account holder | $10,161 | $10,483-3.1% | $13,901-26.9% | $6,918+46.9% |