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 | $79,001 | $49,177+60.6% | $79,464-0.6% | $64,186+23.1% |
| Participation rate | 98.6% | 65.0%+33.6pp | 73.3%+25.3pp | 69.6%+29.0pp |
| Annual return | -4.35% | -1.16%-3.2pp | 718.14%-722.5pp | 7.63%-12.0pp |
| Employer contribution / active EE | $4,327 | $2,076+108.4% | $2,800+54.5% | $2,381+81.7% |
| Participant deferral / active EE | $7,052 | $2,821+149.9% | $3,704+90.4% | $3,470+103.3% |
| Admin fee / account holder | $5,262 | $3,839+37.1% | $5,113+2.9% | $4,888+7.7% |