Filed August 4, 2025
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 | $77,613 | $45,035+72.3% | $62,995+23.2% | $70,131+10.7% |
| Participation rate | 100.0% | 69.5%+30.5pp | 74.8%+25.2pp | 69.5%+30.5pp |
| Annual return | 14.98% | 18.76%-3.8pp | 87.57%-72.6pp | 73.14%-58.2pp |
| Employer contribution / active EE | $12,187 | $2,051+494.1% | $2,759+341.7% | $2,342+420.3% |
| Participant deferral / active EE | $10,016 | $2,465+306.4% | $3,329+200.8% | $3,332+200.6% |
| Admin fee / account holder | $3,481 | $2,834+22.8% | $3,600-3.3% | $4,645-25.1% |