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 | $118,997 | $209,832-43.3% | $189,513-37.2% | $167,490-29.0% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 13.45% | 748.27%-734.8pp | 555.15%-541.7pp | 478.56%-465.1pp |
| Employer contribution / active EE | $2,498 | $6,914-63.9% | $6,162-59.5% | $4,837-48.4% |
| Participant deferral / active EE | $5,829 | $8,935-34.8% | $8,221-29.1% | $6,341-8.1% |
| Admin fee / account holder | $22,237 | $14,293+55.6% | $12,045+84.6% | $12,309+80.7% |