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 | $239,743 | $111,301+115.4% | $112,977+112.2% | $158,922+50.9% |
| Participation rate | 100.0% | 83.5%+16.5pp | 82.6%+17.4pp | 82.0%+18.0pp |
| Annual return | 10.60% | 26.40%-15.8pp | 24.24%-13.6pp | 302.83%-292.2pp |
| Employer contribution / active EE | $11,682 | $4,471+161.3% | $4,255+174.6% | $4,761+145.4% |
| Participant deferral / active EE | $14,623 | $5,880+148.7% | $5,836+150.6% | $5,982+144.4% |
| Admin fee / account holder | $10,599 | $8,392+26.3% | $6,294+68.4% | $11,246-5.8% |