Filed March 24, 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 | $91,608 | $125,758-27.2% | $169,993-46.1% | $75,163+21.9% |
| Participation rate | 100.0% | 83.6%+16.4pp | 87.0%+13.0pp | 67.2%+32.8pp |
| Annual return | 14.66% | 27.20%-12.5pp | 53.37%-38.7pp | 160.62%-146.0pp |
| Employer contribution / active EE | $1,522 | $4,615-67.0% | $6,785-77.6% | $2,670-43.0% |
| Participant deferral / active EE | $4,251 | $6,837-37.8% | $10,408-59.2% | $4,125+3.0% |
| Admin fee / account holder | $687 | $8,173-91.6% | $12,815-94.6% | $5,651-87.8% |