Filed September 18, 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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $12,082 | $97,757-87.6% | $83,848-85.6% | $135,375-91.1% |
| Participation rate | 89.5% | 80.0%+9.5pp | 76.1%+13.3pp | 82.6%+6.8pp |
| Annual return | -1.40% | 1287.37%-1288.8pp | 850.88%-852.3pp | 519.73%-521.1pp |
| Employer contribution / active EE | $596 | $4,222-85.9% | $3,631-83.6% | $4,779-87.5% |
| Participant deferral / active EE | $2,837 | $4,682-39.4% | $4,082-30.5% | $5,609-49.4% |
| Admin fee / account holder | $943 | $6,674-85.9% | $5,478-82.8% | $10,827-91.3% |