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 | $102,676 | $58,208+76.4% | $81,812+25.5% | $80,856+27.0% |
| Participation rate | 93.2% | 63.4%+29.8pp | 72.3%+20.8pp | 67.6%+25.5pp |
| Annual return | 127.57% | 41.66%+85.9pp | 773.79%-646.2pp | 35.59%+92.0pp |
| Employer contribution / active EE | $9,233 | $2,340+294.6% | $2,912+217.0% | $2,755+235.1% |
| Participant deferral / active EE | $10,666 | $3,281+225.1% | $4,319+147.0% | $4,296+148.3% |
| Admin fee / account holder | $6,302 | $4,981+26.5% | $7,386-14.7% | $6,918-8.9% |