Filed June 29, 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 | $132,820 | $48,795+172.2% | $65,493+102.8% | $84,808+56.6% |
| Participation rate | 84.9% | 67.0%+17.9pp | 73.1%+11.8pp | 68.3%+16.6pp |
| Annual return | 12.98% | 20.20%-7.2pp | 982.45%-969.5pp | 40.90%-27.9pp |
| Employer contribution / active EE | $4,624 | $1,930+139.6% | $2,574+79.6% | $2,631+75.7% |
| Participant deferral / active EE | $8,543 | $2,928+191.7% | $3,961+115.7% | $4,212+102.8% |
| Admin fee / account holder | $3,418 | $3,877-11.8% | $5,028-32.0% | $7,344-53.5% |