Filed March 31, 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 | $172,647 | $99,020+74.4% | $86,590+99.4% | $147,584+17.0% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 18.95% | 1312.34%-1293.4pp | 964.84%-945.9pp | 578.55%-559.6pp |
| Employer contribution / active EE | $3,871 | $3,132+23.6% | $2,839+36.3% | $4,876-20.6% |
| Participant deferral / active EE | $11,646 | $3,972+193.2% | $3,609+222.7% | $5,439+114.1% |
| Admin fee / account holder | $27,341 | $5,710+378.8% | $4,906+457.3% | $10,885+151.2% |