Filed April 1, 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 6-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 | $51,231 | $102,382-50.0% | $147,005-65.1% | $80,874-36.7% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.2%+17.8pp | 67.6%+32.4pp |
| Annual return | 19.53% | 134.89%-115.4pp | 418.76%-399.2pp | 35.62%-16.1pp |
| Employer contribution / active EE | $6,805 | $3,715+83.2% | $4,934+37.9% | $2,756+146.9% |
| Participant deferral / active EE | $7,250 | $6,646+9.1% | $8,070-10.2% | $4,297+68.7% |
| Admin fee / account holder | $2,702 | $7,942-66.0% | $13,006-79.2% | $6,935-61.0% |