Filed April 16, 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 | $52,902 | $50,958+3.8% | $74,550-29.0% | $64,186-17.6% |
| Participation rate | 85.2% | 61.1%+24.1pp | 69.1%+16.0pp | 69.6%+15.6pp |
| Annual return | -5.11% | -1.86%-3.3pp | 32.53%-37.6pp | 7.63%-12.7pp |
| Employer contribution / active EE | $3,219 | $1,115+188.6% | $1,961+64.2% | $2,381+35.2% |
| Participant deferral / active EE | $3,802 | $2,301+65.2% | $3,108+22.3% | $3,470+9.6% |
| Admin fee / account holder | $4,793 | $4,223+13.5% | $5,060-5.3% | $4,888-2.0% |