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 | $189,403 | $60,124+215.0% | $90,404+109.5% | $79,858+137.2% |
| Participation rate | 96.8% | 65.0%+31.8pp | 72.7%+24.1pp | 69.6%+27.1pp |
| Annual return | 21.94% | 71.94%-50.0pp | 1293.02%-1271.1pp | 31.71%-9.8pp |
| Employer contribution / active EE | $20,104 | $2,068+872.3% | $3,262+516.3% | $2,471+713.7% |
| Participant deferral / active EE | $14,348 | $2,938+388.3% | $3,963+262.0% | $3,740+283.6% |
| Admin fee / account holder | $3,746 | $3,976-5.8% | $5,611-33.2% | $5,306-29.4% |