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 | $218,102 | $81,460+167.7% | $103,333+111.1% | $80,856+169.7% |
| Participation rate | 87.1% | 66.8%+20.2pp | 74.5%+12.5pp | 67.6%+19.4pp |
| Annual return | 21.23% | 25.55%-4.3pp | 24.88%-3.6pp | 35.59%-14.4pp |
| Employer contribution / active EE | $2,328 | $3,105-25.0% | $3,868-39.8% | $2,755-15.5% |
| Participant deferral / active EE | $10,538 | $3,869+172.4% | $5,057+108.4% | $4,296+145.3% |
| Admin fee / account holder | $6,182 | $6,566-5.9% | $8,355-26.0% | $6,918-10.6% |