Filed October 31, 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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $198,351 | $110,261+79.9% | $95,745+107.2% | $139,434+42.3% |
| Participation rate | 100.0% | 75.8%+24.2pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 24.78% | 27.11%-2.3pp | 28.35%-3.6pp | 372.94%-348.2pp |
| Employer contribution / active EE | $3,581 | $3,257+9.9% | $2,835+26.3% | $4,751-24.6% |
| Participant deferral / active EE | $4,573 | $4,676-2.2% | $4,245+7.7% | $6,710-31.8% |
| Admin fee / account holder | $4,819 | $6,613-27.1% | $5,678-15.1% | $11,403-57.7% |