Filed January 21, 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 | $104,489 | $73,867+41.5% | $143,757-27.3% | $68,494+52.6% |
| Participation rate | 100.0% | 66.7%+33.3pp | 80.3%+19.7pp | 67.9%+32.1pp |
| Annual return | -15.96% | 1.01%-17.0pp | -0.04%-15.9pp | -7.84%-8.1pp |
| Employer contribution / active EE | $7,162 | $3,184+124.9% | $4,951+44.7% | $2,596+175.9% |
| Participant deferral / active EE | $6,790 | $3,384+100.6% | $5,637+20.5% | $4,027+68.6% |
| Admin fee / account holder | $2,985 | $5,755-48.1% | $14,673-79.7% | $5,403-44.8% |