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.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $56,061 | $48,076+16.6% | $78,689-28.8% | $62,891-10.9% |
| Participation rate | 29.5% | 65.2%-35.7pp | 73.6%-44.1pp | 69.3%-39.8pp |
| Annual return | 6.67% | 31.35%-24.7pp | 62.18%-55.5pp | 20.14%-13.5pp |
| Employer contribution / active EE | $687 | $2,015-65.9% | $2,851-75.9% | $2,281-69.9% |
| Participant deferral / active EE | $1,205 | $2,588-53.5% | $3,517-65.7% | $3,203-62.4% |
| Admin fee / account holder | $2,506 | $3,207-21.9% | $4,510-44.4% | $4,296-41.7% |