Filed February 26, 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 | $58,253 | $87,540-33.5% | $75,781-23.1% | $125,391-53.5% |
| Participation rate | 100.0% | 80.2%+19.8pp | 75.8%+24.2pp | 83.2%+16.8pp |
| Annual return | 95.64% | 13.48%+82.2pp | 9.68%+86.0pp | 282.22%-186.6pp |
| Employer contribution / active EE | $3,583 | $3,930-8.8% | $3,323+7.8% | $4,866-26.4% |
| Participant deferral / active EE | $8,599 | $4,229+103.3% | $3,651+135.5% | $5,352+60.7% |
| Admin fee / account holder | $444 | $6,502-93.2% | $5,299-91.6% | $9,540-95.3% |