Filed June 16, 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 | $215,127 | $102,828+109.2% | $105,387+104.1% | $152,861+40.7% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 16.48% | 20.85%-4.4pp | 26.82%-10.3pp | 345.32%-328.8pp |
| Employer contribution / active EE | $12,601 | $4,473+181.7% | $4,213+199.1% | $4,762+164.6% |
| Participant deferral / active EE | $15,142 | $5,465+177.1% | $5,502+175.2% | $5,850+158.8% |
| Admin fee / account holder | $78,250 | $8,683+801.2% | $6,559+1093.1% | $11,596+574.8% |