Filed February 26, 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.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $128,148 | $60,892+110.5% | $82,389+55.5% | $84,808+51.1% |
| Participation rate | 93.9% | 63.3%+30.7pp | 69.5%+24.4pp | 68.3%+25.6pp |
| Annual return | 11.98% | 37.29%-25.3pp | 28.67%-16.7pp | 40.90%-28.9pp |
| Employer contribution / active EE | $3,059 | $1,779+71.9% | $2,517+21.5% | $2,631+16.3% |
| Participant deferral / active EE | $7,234 | $3,179+127.6% | $4,155+74.1% | $4,212+71.8% |
| Admin fee / account holder | $47,637 | $5,467+771.3% | $7,231+558.8% | $7,344+548.7% |