Filed May 19, 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 9-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 | $109,123 | $63,346+72.3% | $92,233+18.3% | $70,131+55.6% |
| Participation rate | 78.6% | 68.7%+9.9pp | 76.5%+2.1pp | 69.5%+9.0pp |
| Annual return | 13.41% | 530.12%-516.7pp | 176.28%-162.9pp | 73.14%-59.7pp |
| Employer contribution / active EE | $6,540 | $2,471+164.7% | $3,679+77.7% | $2,342+179.2% |
| Participant deferral / active EE | $3,830 | $2,854+34.2% | $3,897-1.7% | $3,332+15.0% |
| Admin fee / account holder | $3,765 | $3,840-2.0% | $5,194-27.5% | $4,645-19.0% |