Filed August 7, 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 | $139,735 | $101,724+37.4% | $164,813-15.2% | $80,856+72.8% |
| Participation rate | 87.2% | 71.8%+15.4pp | 78.6%+8.6pp | 67.6%+19.5pp |
| Annual return | 12.69% | 16.72%-4.0pp | 69.93%-57.2pp | 35.59%-22.9pp |
| Employer contribution / active EE | $8,613 | $2,953+191.6% | $4,341+98.4% | $2,755+212.6% |
| Participant deferral / active EE | $8,738 | $4,477+95.2% | $6,031+44.9% | $4,296+103.4% |
| Admin fee / account holder | $50,160 | $8,227+509.7% | $12,690+295.3% | $6,918+625.1% |