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 | $244,643 | $90,519+170.3% | $93,789+160.8% | $134,475+81.9% |
| Participation rate | 100.0% | 82.0%+18.0pp | 81.0%+19.0pp | 81.2%+18.8pp |
| Annual return | -14.31% | -15.72%+1.4pp | -11.33%-3.0pp | 417.96%-432.3pp |
| Employer contribution / active EE | $10,630 | $4,343+144.8% | $4,323+145.9% | $4,740+124.3% |
| Participant deferral / active EE | $12,801 | $5,978+114.1% | $6,094+110.1% | $6,400+100.0% |
| Admin fee / account holder | $2,338 | $9,252-74.7% | $7,195-67.5% | $11,426-79.5% |