Filed April 16, 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 | $55,333 | $65,365-15.3% | $92,893-40.4% | $72,985-24.2% |
| Participation rate | 63.7% | 68.3%-4.6pp | 76.0%-12.3pp | 69.5%-5.7pp |
| Annual return | 24.17% | 42.10%-17.9pp | 109.41%-85.2pp | 81.00%-56.8pp |
| Employer contribution / active EE | $2,312 | $2,594-10.9% | $3,653-36.7% | $2,440-5.2% |
| Participant deferral / active EE | $4,749 | $3,128+51.8% | $4,236+12.1% | $3,607+31.6% |
| Admin fee / account holder | $3,961 | $4,251-6.8% | $5,794-31.6% | $5,124-22.7% |