Filed March 10, 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 | $95,748 | $153,772-37.7% | $133,980-28.5% | $273,961-65.1% |
| Participation rate | 60.0% | 88.4%-28.4pp | 87.1%-27.1pp | 83.0%-23.0pp |
| Annual return | 9.08% | 36.51%-27.4pp | 29.30%-20.2pp | 41.45%-32.4pp |
| Employer contribution / active EE | $1,700 | $6,029-71.8% | $5,211-67.4% | $4,869-65.1% |
| Participant deferral / active EE | $3,224 | $6,958-53.7% | $6,282-48.7% | $5,287-39.0% |
| Admin fee / account holder | $797 | $11,765-93.2% | $9,324-91.5% | $10,132-92.1% |