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 | $151,699 | $90,600+67.4% | $79,464+90.9% | $135,375+12.1% |
| Participation rate | 95.0% | 76.0%+19.0pp | 73.3%+21.7pp | 82.6%+12.4pp |
| Annual return | -7.17% | 977.43%-984.6pp | 718.14%-725.3pp | 519.73%-526.9pp |
| Employer contribution / active EE | $5,868 | $3,068+91.3% | $2,800+109.5% | $4,779+22.8% |
| Participant deferral / active EE | $11,511 | $4,050+184.2% | $3,704+210.8% | $5,609+105.2% |
| Admin fee / account holder | $26,872 | $5,907+354.9% | $5,113+425.6% | $10,827+148.2% |