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 | $75,310 | $160,055-52.9% | $140,016-46.2% | $135,375-44.4% |
| Participation rate | 75.0% | 88.5%-13.5pp | 87.5%-12.5pp | 82.6%-7.6pp |
| Annual return | 10.20% | 911.38%-901.2pp | 651.12%-640.9pp | 519.73%-509.5pp |
| Employer contribution / active EE | $1,799 | $6,420-72.0% | $5,606-67.9% | $4,779-62.4% |
| Participant deferral / active EE | $3,867 | $7,642-49.4% | $6,927-44.2% | $5,609-31.1% |
| Admin fee / account holder | $6,168 | $13,328-53.7% | $10,705-42.4% | $10,827-43.0% |