Filed March 17, 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.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $87,802 | $86,944+1.0% | $107,525-18.3% | $74,304+18.2% |
| Participation rate | 36.1% | 59.6%-23.5pp | 75.1%-39.0pp | 60.3%-24.3pp |
| Annual return | 15.32% | 23.52%-8.2pp | 181.32%-166.0pp | 29.43%-14.1pp |
| Employer contribution / active EE | $1,613 | $2,757-41.5% | $3,754-57.0% | $2,241-28.0% |
| Participant deferral / active EE | $2,945 | $3,554-17.1% | $5,116-42.4% | $3,767-21.8% |
| Admin fee / account holder | $12,807 | $3,727+243.7% | $8,919+43.6% | $2,969+331.4% |