Filed October 28, 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.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $177,176 | $87,841+101.7% | $133,980+32.2% | $62,891+181.7% |
| Participation rate | 87.9% | 83.4%+4.5pp | 87.1%+0.8pp | 69.3%+18.6pp |
| Annual return | 4.99% | 12.05%-7.1pp | 29.30%-24.3pp | 20.14%-15.2pp |
| Employer contribution / active EE | $2,373 | $3,483-31.9% | $5,211-54.5% | $2,281+4.1% |
| Participant deferral / active EE | $6,463 | $4,812+34.3% | $6,282+2.9% | $3,203+101.8% |
| Admin fee / account holder | $2,452 | $5,371-54.4% | $9,324-73.7% | $4,296-42.9% |