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.
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 | $26,593 | $124,281-78.6% | $109,143-75.6% | $167,490-84.1% |
| Participation rate | 95.8% | 79.4%+16.4pp | 75.9%+20.0pp | 82.1%+13.7pp |
| Annual return | 9.92% | 26.04%-16.1pp | 25.75%-15.8pp | 478.56%-468.6pp |
| Employer contribution / active EE | $1,514 | $4,207-64.0% | $3,722-59.3% | $4,837-68.7% |
| Participant deferral / active EE | $2,575 | $5,255-51.0% | $4,653-44.7% | $6,341-59.4% |
| Admin fee / account holder | $1,365 | $7,970-82.9% | $6,752-79.8% | $12,309-88.9% |