Filed September 21, 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.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $62,415 | $100,041-37.6% | $149,718-58.3% | $70,131-11.0% |
| Participation rate | 96.8% | 83.6%+13.2pp | 87.1%+9.7pp | 69.5%+27.2pp |
| Annual return | 10.47% | 27.43%-17.0pp | 1501.63%-1491.2pp | 73.14%-62.7pp |
| Employer contribution / active EE | $2,774 | $3,662-24.2% | $5,445-49.0% | $2,342+18.4% |
| Participant deferral / active EE | $4,828 | $4,983-3.1% | $6,569-26.5% | $3,332+44.9% |
| Admin fee / account holder | $1,672 | $8,286-79.8% | $11,283-85.2% | $4,645-64.0% |