Filed October 2, 2025
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 | $52,042 | $209,832-75.2% | $189,513-72.5% | $167,490-68.9% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 12.01% | 748.27%-736.3pp | 555.15%-543.1pp | 478.56%-466.5pp |
| Employer contribution / active EE | $4,097 | $6,914-40.7% | $6,162-33.5% | $4,837-15.3% |
| Participant deferral / active EE | $5,757 | $8,935-35.6% | $8,221-30.0% | $6,341-9.2% |
| Admin fee / account holder | $10,058 | $14,293-29.6% | $12,045-16.5% | $12,309-18.3% |