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 | $143,236 | $69,977+104.7% | $108,579+31.9% | $62,891+127.8% |
| Participation rate | 100.0% | 72.9%+27.1pp | 79.6%+20.4pp | 69.3%+30.7pp |
| Annual return | 8.61% | 10.73%-2.1pp | -51.70%+60.3pp | 20.14%-11.5pp |
| Employer contribution / active EE | $12,504 | $2,135+485.7% | $3,758+232.7% | $2,281+448.2% |
| Participant deferral / active EE | $9,550 | $3,165+201.8% | $4,311+121.5% | $3,203+198.2% |
| Admin fee / account holder | $2,228 | $5,076-56.1% | $7,645-70.9% | $4,296-48.1% |