Filed February 6, 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 | $48,709 | $39,798+22.4% | $67,711-28.1% | $59,632-18.3% |
| Participation rate | 86.4% | 57.4%+29.1pp | 67.5%+18.9pp | 68.7%+17.8pp |
| Annual return | -1.85% | 89.94%-91.8pp | 25.41%-27.3pp | 2041.28%-2043.1pp |
| Employer contribution / active EE | $2,412 | $1,393+73.2% | $2,559-5.8% | $2,203+9.5% |
| Participant deferral / active EE | $2,758 | $2,335+18.1% | $3,585-23.1% | $3,192-13.6% |
| Admin fee / account holder | $755 | $3,212-76.5% | $4,255-82.3% | $4,297-82.4% |