Filed November 26, 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 9-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.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $43,671 | $157,256-72.2% | $141,162-69.1% | $152,861-71.4% |
| Participation rate | 34.8% | 84.8%-50.0pp | 82.5%-47.7pp | 82.4%-47.7pp |
| Annual return | 54.66% | 64.32%-9.7pp | 71.39%-16.7pp | 345.32%-290.7pp |
| Employer contribution / active EE | $1,450 | $5,261-72.4% | $4,735-69.4% | $4,762-69.6% |
| Participant deferral / active EE | $3,688 | $7,109-48.1% | $6,709-45.0% | $5,850-37.0% |
| Admin fee / account holder | $64,272 | $12,120+430.3% | $10,261+526.4% | $11,596+454.2% |