Filed January 7, 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 7-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 | $45,805 | $52,353-12.5% | $120,225-61.9% | $82,448-44.4% |
| Participation rate | 58.3% | 58.3%0pp | 69.6%-11.2pp | 68.1%-9.7pp |
| Annual return | 23.38% | 61.85%-38.5pp | 439.23%-415.8pp | 41.64%-18.3pp |
| Employer contribution / active EE | $1,721 | $1,510+14.0% | $3,475-50.5% | $2,551-32.5% |
| Participant deferral / active EE | $6,634 | $2,627+152.6% | $3,999+65.9% | $4,139+60.3% |
| Admin fee / account holder | $2,917 | $4,363-33.1% | $5,696-48.8% | $7,234-59.7% |