Filed April 3, 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 | $174,942 | $115,770+51.1% | $101,248+72.8% | $158,922+10.1% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 14.48% | 56.14%-41.7pp | 46.47%-32.0pp | 302.83%-288.3pp |
| Employer contribution / active EE | $5,628 | $4,175+34.8% | $3,660+53.8% | $4,761+18.2% |
| Participant deferral / active EE | $12,347 | $4,957+149.1% | $4,370+182.5% | $5,982+106.4% |
| Admin fee / account holder | $366 | $7,245-95.0% | $5,945-93.9% | $11,246-96.7% |