Filed January 7, 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 | $92,131 | $97,757-5.8% | $83,848+9.9% | $135,375-31.9% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -3.12% | 1287.37%-1290.5pp | 850.88%-854.0pp | 519.73%-522.9pp |
| Employer contribution / active EE | $4,225 | $4,222+0.1% | $3,631+16.4% | $4,779-11.6% |
| Participant deferral / active EE | $9,520 | $4,682+103.3% | $4,082+133.2% | $5,609+69.7% |
| Admin fee / account holder | $57,355 | $6,674+759.4% | $5,478+947.0% | $10,827+429.7% |