Filed September 23, 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 | $75,481 | $58,828+28.3% | $77,999-3.2% | $62,891+20.0% |
| Participation rate | 98.9% | 71.1%+27.9pp | 75.5%+23.4pp | 69.3%+29.6pp |
| Annual return | 8.38% | 17.16%-8.8pp | 425.96%-417.6pp | 20.14%-11.8pp |
| Employer contribution / active EE | $1,691 | $1,672+1.2% | $2,470-31.5% | $2,281-25.9% |
| Participant deferral / active EE | $5,053 | $2,686+88.2% | $3,497+44.5% | $3,203+57.8% |
| Admin fee / account holder | $4,199 | $4,393-4.4% | $5,480-23.4% | $4,296-2.2% |