Filed December 29, 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.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $55,156 | $82,032-32.8% | $123,104-55.2% | $59,632-7.5% |
| Participation rate | 78.8% | 83.2%-4.5pp | 86.8%-8.0pp | 68.7%+10.1pp |
| Annual return | -2.83% | 5.12%-7.9pp | 13.22%-16.0pp | 2041.28%-2044.1pp |
| Employer contribution / active EE | $3,576 | $3,297+8.5% | $5,151-30.6% | $2,203+62.3% |
| Participant deferral / active EE | $3,599 | $4,667-22.9% | $6,230-42.2% | $3,192+12.8% |
| Admin fee / account holder | $1,424 | $5,881-75.8% | $9,015-84.2% | $4,297-66.9% |