Filed October 8, 2025
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 | $128,268 | $58,234+120.3% | $81,783+56.8% | $80,874+58.6% |
| Participation rate | 93.3% | 63.4%+29.9pp | 72.4%+21.0pp | 67.6%+25.7pp |
| Annual return | 17.82% | 41.70%-23.9pp | 775.05%-757.2pp | 35.62%-17.8pp |
| Employer contribution / active EE | $4,758 | $2,341+103.2% | $2,913+63.4% | $2,756+72.7% |
| Participant deferral / active EE | $5,484 | $3,283+67.0% | $4,320+26.9% | $4,297+27.6% |
| Admin fee / account holder | $44,184 | $4,982+786.9% | $7,380+498.7% | $6,935+537.1% |