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 | $67,453 | $58,512+15.3% | $84,015-19.7% | $72,985-7.6% |
| Participation rate | 84.5% | 61.2%+23.3pp | 69.0%+15.5pp | 69.5%+15.0pp |
| Annual return | 26.48% | 28.93%-2.4pp | 71.31%-44.8pp | 81.00%-54.5pp |
| Employer contribution / active EE | $3,117 | $1,163+168.0% | $1,983+57.2% | $2,440+27.8% |
| Participant deferral / active EE | $4,031 | $2,394+68.4% | $3,239+24.5% | $3,607+11.8% |
| Admin fee / account holder | $2,303 | $4,569-49.6% | $6,101-62.3% | $5,124-55.1% |