Filed March 13, 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 | $53,576 | $74,888-28.5% | $71,209-24.8% | $142,382-62.4% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 10.68% | 345.14%-334.5pp | 282.51%-271.8pp | 217.08%-206.4pp |
| Employer contribution / active EE | $3,109 | $2,854+8.9% | $2,721+14.3% | $4,299-27.7% |
| Participant deferral / active EE | $6,531 | $4,454+46.6% | $4,175+56.4% | $6,507+0.4% |
| Admin fee / account holder | $7,917 | $5,568+42.2% | $5,349+48.0% | $12,624-37.3% |