Filed September 16, 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 | $106,892 | $183,963-41.9% | $162,163-34.1% | $152,861-30.1% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 35.52% | 150.76%-115.2pp | 115.59%-80.1pp | 345.32%-309.8pp |
| Employer contribution / active EE | $2,065 | $6,371-67.6% | $5,614-63.2% | $4,762-56.6% |
| Participant deferral / active EE | $4,572 | $8,034-43.1% | $7,298-37.4% | $5,850-21.9% |
| Admin fee / account holder | $8,597 | $13,121-34.5% | $10,843-20.7% | $11,596-25.9% |