Filed September 29, 2025
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 | $66,554 | $69,977-4.9% | $108,579-38.7% | $62,891+5.8% |
| Participation rate | 100.0% | 72.9%+27.1pp | 79.6%+20.4pp | 69.3%+30.7pp |
| Annual return | 12.95% | 10.73%+2.2pp | -51.70%+64.6pp | 20.14%-7.2pp |
| Employer contribution / active EE | $4,912 | $2,135+130.1% | $3,758+30.7% | $2,281+115.4% |
| Participant deferral / active EE | $5,731 | $3,165+81.1% | $4,311+33.0% | $3,203+78.9% |
| Admin fee / account holder | $9,619 | $5,076+89.5% | $7,645+25.8% | $4,296+123.9% |