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 | $142,383 | $115,770+23.0% | $101,248+40.6% | $158,922-10.4% |
| Participation rate | 72.2% | 79.4%-7.1pp | 75.8%-3.6pp | 82.0%-9.7pp |
| Annual return | 21.86% | 56.14%-34.3pp | 46.47%-24.6pp | 302.83%-281.0pp |
| Employer contribution / active EE | $6,998 | $4,175+67.6% | $3,660+91.2% | $4,761+47.0% |
| Participant deferral / active EE | $6,319 | $4,957+27.5% | $4,370+44.6% | $5,982+5.6% |
| Admin fee / account holder | $991 | $7,245-86.3% | $5,945-83.3% | $11,246-91.2% |