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 | $28,115 | $106,515-73.6% | $96,683-70.9% | $139,434-79.8% |
| Participation rate | 81.0% | 77.8%+3.1pp | 74.3%+6.6pp | 80.3%+0.6pp |
| Annual return | 12.30% | 38.43%-26.1pp | 35.69%-23.4pp | 372.94%-360.6pp |
| Employer contribution / active EE | $852 | $4,103-79.2% | $3,737-77.2% | $4,751-82.1% |
| Participant deferral / active EE | $1,893 | $5,454-65.3% | $4,878-61.2% | $6,710-71.8% |
| Admin fee / account holder | $6,858 | $7,877-12.9% | $6,730+1.9% | $11,403-39.9% |