Filed May 19, 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.
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 | $87,280 | $53,127+64.3% | $86,590+0.8% | $70,131+24.5% |
| Participation rate | 100.0% | 65.3%+34.7pp | 73.5%+26.5pp | 69.5%+30.5pp |
| Annual return | 13.62% | 27.66%-14.0pp | 964.84%-951.2pp | 73.14%-59.5pp |
| Employer contribution / active EE | $4,574 | $2,068+121.1% | $2,839+61.1% | $2,342+95.3% |
| Participant deferral / active EE | $7,152 | $2,696+165.3% | $3,609+98.2% | $3,332+114.7% |
| Admin fee / account holder | $7,181 | $3,585+100.3% | $4,906+46.4% | $4,645+54.6% |