Filed May 27, 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.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $58,030 | $46,869+23.8% | $122,332-52.6% | $70,131-17.3% |
| Participation rate | 68.5% | 58.2%+10.3pp | 71.6%-3.1pp | 69.5%-1.0pp |
| Annual return | 18.61% | 24.22%-5.6pp | 30.27%-11.7pp | 73.14%-54.5pp |
| Employer contribution / active EE | $1,084 | $1,288-15.8% | $4,050-73.2% | $2,342-53.7% |
| Participant deferral / active EE | $2,704 | $2,166+24.8% | $3,287-17.7% | $3,332-18.8% |
| Admin fee / account holder | $1,052 | $3,322-68.3% | $5,478-80.8% | $4,645-77.4% |