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.
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 | $233,147 | $54,350+329.0% | $82,719+181.9% | $68,494+240.4% |
| Participation rate | 67.3% | 63.9%+3.4pp | 72.6%-5.3pp | 67.9%-0.6pp |
| Annual return | -13.85% | -13.67%-0.2pp | 701.18%-715.0pp | -7.84%-6.0pp |
| Employer contribution / active EE | $930 | $2,218-58.1% | $3,009-69.1% | $2,596-64.2% |
| Participant deferral / active EE | $6,368 | $3,246+96.2% | $4,395+44.9% | $4,027+58.1% |
| Admin fee / account holder | $55,362 | $4,395+1159.5% | $5,329+938.9% | $5,403+924.7% |