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 | $160,250 | $100,041+60.2% | $149,718+7.0% | $70,131+128.5% |
| Participation rate | 84.4% | 83.6%+0.8pp | 87.1%-2.7pp | 69.5%+14.8pp |
| Annual return | 9.60% | 27.43%-17.8pp | 1501.63%-1492.0pp | 73.14%-63.5pp |
| Employer contribution / active EE | $2,539 | $3,662-30.7% | $5,445-53.4% | $2,342+8.4% |
| Participant deferral / active EE | $6,902 | $4,983+38.5% | $6,569+5.1% | $3,332+107.2% |
| Admin fee / account holder | $66,433 | $8,286+701.7% | $11,283+488.8% | $4,645+1330.1% |