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 | $150,874 | $124,281+21.4% | $109,143+38.2% | $167,490-9.9% |
| Participation rate | 93.8% | 79.4%+14.3pp | 75.9%+17.9pp | 82.1%+11.6pp |
| Annual return | 15.96% | 26.04%-10.1pp | 25.75%-9.8pp | 478.56%-462.6pp |
| Employer contribution / active EE | $7,138 | $4,207+69.7% | $3,722+91.8% | $4,837+47.6% |
| Participant deferral / active EE | $8,011 | $5,255+52.4% | $4,653+72.2% | $6,341+26.3% |
| Admin fee / account holder | $998 | $7,970-87.5% | $6,752-85.2% | $12,309-91.9% |