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 | $111,431 | $107,334+3.8% | $92,893+20.0% | $152,861-27.1% |
| Participation rate | 75.0% | 79.8%-4.8pp | 76.0%-1.0pp | 82.4%-7.4pp |
| Annual return | 24.79% | 145.58%-120.8pp | 109.41%-84.6pp | 345.32%-320.5pp |
| Employer contribution / active EE | $3,696 | $4,221-12.4% | $3,653+1.2% | $4,762-22.4% |
| Participant deferral / active EE | $8,097 | $4,845+67.1% | $4,236+91.1% | $5,850+38.4% |
| Admin fee / account holder | $430 | $7,079-93.9% | $5,794-92.6% | $11,596-96.3% |