Filed March 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.
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 | $133,364 | $54,762+143.5% | $90,281+47.7% | $72,985+82.7% |
| Participation rate | 100.0% | 65.1%+34.9pp | 73.3%+26.7pp | 69.5%+30.5pp |
| Annual return | 27.13% | 30.63%-3.5pp | 78.10%-51.0pp | 81.00%-53.9pp |
| Employer contribution / active EE | $19,526 | $2,092+833.2% | $2,854+584.1% | $2,440+700.3% |
| Participant deferral / active EE | $14,135 | $2,887+389.6% | $3,885+263.8% | $3,607+291.8% |
| Admin fee / account holder | $7,048 | $3,972+77.4% | $5,351+31.7% | $5,124+37.5% |