Filed July 17, 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.)
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 | $7,868 | $77,634-89.9% | $156,549-95.0% | $62,891-87.5% |
| Participation rate | 100.0% | 71.2%+28.8pp | 84.0%+16.0pp | 69.3%+30.7pp |
| Annual return | 25.64% | 50.32%-24.7pp | 32.23%-6.6pp | 20.14%+5.5pp |
| Employer contribution / active EE | $1,498 | $3,444-56.5% | $5,501-72.8% | $2,281-34.3% |
| Participant deferral / active EE | $1,845 | $3,045-39.4% | $4,871-62.1% | $3,203-42.4% |
| Admin fee / account holder | $1,082 | $5,561-80.5% | $13,027-91.7% | $4,296-74.8% |