Filed April 2, 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 8-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 | $107,339 | $109,413-1.9% | $156,263-31.3% | $84,808+26.6% |
| Participation rate | 84.4% | 72.7%+11.8pp | 78.9%+5.5pp | 68.3%+16.1pp |
| Annual return | 17.91% | 20.18%-2.3pp | 59.47%-41.6pp | 40.90%-23.0pp |
| Employer contribution / active EE | $5,391 | $2,907+85.5% | $4,333+24.4% | $2,631+104.9% |
| Participant deferral / active EE | $9,973 | $4,590+117.3% | $6,158+61.9% | $4,212+136.8% |
| Admin fee / account holder | $12,291 | $9,357+31.4% | $14,255-13.8% | $7,344+67.4% |