Filed June 18, 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 | $169,304 | $78,672+115.2% | $109,143+55.1% | $85,850+97.2% |
| Participation rate | 95.2% | 68.3%+26.9pp | 75.9%+19.3pp | 69.3%+25.9pp |
| Annual return | 14.34% | 25.09%-10.7pp | 25.75%-11.4pp | 318.53%-304.2pp |
| Employer contribution / active EE | $6,414 | $2,735+134.5% | $3,722+72.3% | $2,565+150.0% |
| Participant deferral / active EE | $10,527 | $3,467+203.6% | $4,653+126.2% | $3,952+166.4% |
| Admin fee / account holder | $17,933 | $5,469+227.9% | $6,752+165.6% | $6,260+186.5% |