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 | $80,637 | $197,591-59.2% | $177,821-54.7% | $158,922-49.3% |
| Participation rate | 76.5% | 88.5%-12.1pp | 87.7%-11.3pp | 82.0%-5.5pp |
| Annual return | 14.30% | 58.76%-44.5pp | 48.32%-34.0pp | 302.83%-288.5pp |
| Employer contribution / active EE | $2,077 | $6,697-69.0% | $5,918-64.9% | $4,761-56.4% |
| Participant deferral / active EE | $3,940 | $8,405-53.1% | $7,714-48.9% | $5,982-34.1% |
| Admin fee / account holder | $456 | $15,399-97.0% | $12,427-96.3% | $11,246-95.9% |