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 | $87,644 | $70,428+24.4% | $96,562-9.2% | $85,850+2.1% |
| Participation rate | 96.6% | 61.8%+34.7pp | 69.8%+26.7pp | 69.3%+27.2pp |
| Annual return | 16.27% | 18.59%-2.3pp | 37.78%-21.5pp | 318.53%-302.3pp |
| Employer contribution / active EE | $2,981 | $1,413+111.0% | $2,356+26.5% | $2,565+16.2% |
| Participant deferral / active EE | $4,441 | $2,894+53.5% | $3,849+15.4% | $3,952+12.4% |
| Admin fee / account holder | $1,936 | $4,997-61.3% | $6,181-68.7% | $6,260-69.1% |