Filed February 15, 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 7-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 | $92,120 | $162,781-43.4% | $133,956-31.2% | $158,922-42.0% |
| Participation rate | 88.2% | 83.2%+5.0pp | 79.8%+8.4pp | 82.0%+6.3pp |
| Annual return | 6.69% | 41.94%-35.2pp | 45.09%-38.4pp | 302.83%-296.1pp |
| Employer contribution / active EE | $2,063 | $4,975-58.5% | $3,919-47.4% | $4,761-56.7% |
| Participant deferral / active EE | $4,379 | $5,911-25.9% | $5,048-13.2% | $5,982-26.8% |
| Admin fee / account holder | $1,146 | $11,736-90.2% | $8,927-87.2% | $11,246-89.8% |