Filed March 20, 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 | $50,389 | $88,751-43.2% | $81,812-38.4% | $145,922-65.5% |
| Participation rate | 95.0% | 75.0%+20.0pp | 72.3%+22.7pp | 80.3%+14.7pp |
| Annual return | -16.69% | 1025.40%-1042.1pp | 773.79%-790.5pp | 561.29%-578.0pp |
| Employer contribution / active EE | $1,506 | $3,083-51.2% | $2,912-48.3% | $4,660-67.7% |
| Participant deferral / active EE | $5,790 | $4,643+24.7% | $4,319+34.1% | $6,688-13.4% |
| Admin fee / account holder | $4,942 | $8,415-41.3% | $7,386-33.1% | $13,397-63.1% |