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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $64,327 | $109,359-41.2% | $162,163-60.3% | $72,985-11.9% |
| Participation rate | 96.6% | 84.3%+12.3pp | 87.6%+9.0pp | 69.5%+27.1pp |
| Annual return | 17.65% | 25.46%-7.8pp | 115.59%-97.9pp | 81.00%-63.4pp |
| Employer contribution / active EE | $2,989 | $3,907-23.5% | $5,614-46.8% | $2,440+22.5% |
| Participant deferral / active EE | $5,109 | $5,481-6.8% | $7,298-30.0% | $3,607+41.6% |
| Admin fee / account holder | $10,218 | $7,972+28.2% | $10,843-5.8% | $5,124+99.4% |