Filed October 10, 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 | $74,593 | $105,998-29.6% | $92,233-19.1% | $147,584-49.5% |
| Participation rate | 93.8% | 80.4%+13.3pp | 76.5%+17.3pp | 82.8%+10.9pp |
| Annual return | 20.12% | 50.05%-29.9pp | 176.28%-156.2pp | 578.55%-558.4pp |
| Employer contribution / active EE | $3,795 | $4,333-12.4% | $3,679+3.1% | $4,876-22.2% |
| Participant deferral / active EE | $5,393 | $4,478+20.4% | $3,897+38.4% | $5,439-0.8% |
| Admin fee / account holder | $12,574 | $6,332+98.6% | $5,194+142.1% | $10,885+15.5% |