Filed January 19, 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 | $77,234 | $171,865-55.1% | $149,718-48.4% | $147,584-47.7% |
| Participation rate | 87.5% | 88.2%-0.7pp | 87.1%+0.4pp | 82.8%+4.7pp |
| Annual return | 14.06% | 2113.22%-2099.2pp | 1501.63%-1487.6pp | 578.55%-564.5pp |
| Employer contribution / active EE | $1,779 | $6,275-71.7% | $5,445-67.3% | $4,876-63.5% |
| Participant deferral / active EE | $3,717 | $7,271-48.9% | $6,569-43.4% | $5,439-31.7% |
| Admin fee / account holder | $2,450 | $13,799-82.2% | $11,283-78.3% | $10,885-77.5% |