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 | $55,080 | $96,635-43.0% | $86,612-36.4% | $139,434-60.5% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 17.13% | 106.41%-89.3pp | 591.07%-573.9pp | 372.94%-355.8pp |
| Employer contribution / active EE | $9,500 | $3,263+191.1% | $3,022+214.3% | $4,751+100.0% |
| Participant deferral / active EE | $12,536 | $4,836+159.2% | $4,438+182.5% | $6,710+86.8% |
| Admin fee / account holder | $61,251 | $6,408+855.9% | $5,614+991.0% | $11,403+437.2% |