Filed November 14, 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 | $152,777 | $81,625+87.2% | $167,512-8.8% | $74,304+105.6% |
| Participation rate | 70.0% | 60.0%+10.0pp | 77.1%-7.1pp | 60.3%+9.7pp |
| Annual return | 15.06% | 26.09%-11.0pp | 1615.79%-1600.7pp | 29.43%-14.4pp |
| Employer contribution / active EE | $4,854 | $2,010+141.4% | $3,882+25.0% | $2,241+116.6% |
| Participant deferral / active EE | $9,452 | $4,115+129.7% | $6,405+47.6% | $3,767+150.9% |
| Admin fee / account holder | $18,494 | $3,474+432.3% | $9,769+89.3% | $2,969+522.9% |