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 | $58,208+120.4% | $81,812+56.8% | $80,856+58.6% |
| Participation rate | 93.3% | 63.4%+29.9pp | 72.3%+21.0pp | 67.6%+25.7pp |
| Annual return | 17.82% | 41.66%-23.8pp | 773.79%-756.0pp | 35.59%-17.8pp |
| Employer contribution / active EE | $4,758 | $2,340+103.4% | $2,912+63.4% | $2,755+72.7% |
| Participant deferral / active EE | $5,484 | $3,281+67.1% | $4,319+27.0% | $4,296+27.7% |
| Admin fee / account holder | $44,184 | $4,981+787.0% | $7,386+498.2% | $6,918+538.7% |