Filed September 23, 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 | $15,407 | $43,327-64.4% | $59,878-74.3% | $64,186-76.0% |
| Participation rate | 92.3% | 69.2%+23.1pp | 74.7%+17.6pp | 69.6%+22.7pp |
| Annual return | 15.27% | -1.55%+16.8pp | 3.46%+11.8pp | 7.63%+7.6pp |
| Employer contribution / active EE | $2,817 | $2,028+38.9% | $2,722+3.5% | $2,381+18.3% |
| Participant deferral / active EE | $3,736 | $2,546+46.8% | $3,402+9.8% | $3,470+7.7% |
| Admin fee / account holder | $1,394 | $3,005-53.6% | $3,590-61.2% | $4,888-71.5% |