Filed February 9, 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 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.
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 | $38,816 | $85,766-54.7% | $136,294-71.5% | $70,131-44.7% |
| Participation rate | 82.2% | 74.2%+8.0pp | 81.9%+0.3pp | 69.5%+12.7pp |
| Annual return | 2790.76% | 31.45%+2759.3pp | 5155.94%-2365.2pp | 73.14%+2717.6pp |
| Employer contribution / active EE | $3,720 | $2,966+25.4% | $4,695-20.8% | $2,342+58.8% |
| Participant deferral / active EE | $7,711 | $5,051+52.7% | $6,247+23.4% | $3,332+131.4% |
| Admin fee / account holder | $4,815 | $5,420-11.2% | $9,243-47.9% | $4,645+3.7% |