Filed October 2, 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 4-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.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,909 | $214,378-91.2% | $200,582-90.6% | $142,382-86.7% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 18.64% | 46.41%-27.8pp | 42.33%-23.7pp | 217.08%-198.4pp |
| Employer contribution / active EE | $2,265 | $6,841-66.9% | $6,419-64.7% | $4,299-47.3% |
| Participant deferral / active EE | $4,973 | $9,865-49.6% | $9,331-46.7% | $6,507-23.6% |
| Admin fee / account holder | $378 | $17,692-97.9% | $16,305-97.7% | $12,624-97.0% |