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 | $79,570 | $73,933+7.6% | $96,683-17.7% | $75,163+5.9% |
| Participation rate | 93.7% | 66.4%+27.2pp | 74.3%+19.3pp | 67.2%+26.5pp |
| Annual return | 18.28% | 26.70%-8.4pp | 35.69%-17.4pp | 160.62%-142.3pp |
| Employer contribution / active EE | $3,908 | $2,928+33.5% | $3,737+4.6% | $2,670+46.4% |
| Participant deferral / active EE | $6,462 | $3,659+76.6% | $4,878+32.5% | $4,125+56.7% |
| Admin fee / account holder | $8,102 | $5,216+55.3% | $6,730+20.4% | $5,651+43.4% |