Filed May 6, 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 | $106,469 | $99,341+7.2% | $84,750+25.6% | $273,961-61.1% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 6.11% | 22.93%-16.8pp | 22.78%-16.7pp | 41.45%-35.3pp |
| Employer contribution / active EE | $10,529 | $4,214+149.9% | $3,574+194.6% | $4,869+116.3% |
| Participant deferral / active EE | $10,967 | $4,269+156.9% | $3,712+195.5% | $5,287+107.4% |
| Admin fee / account holder | $696 | $6,644-89.5% | $5,332-86.9% | $10,132-93.1% |