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 | $80,697 | $137,414-41.3% | $189,513-57.4% | $85,850-6.0% |
| Participation rate | 96.3% | 84.6%+11.7pp | 87.8%+8.5pp | 69.3%+27.0pp |
| Annual return | 12.31% | 38.14%-25.8pp | 555.15%-542.8pp | 318.53%-306.2pp |
| Employer contribution / active EE | $4,123 | $4,344-5.1% | $6,162-33.1% | $2,565+60.7% |
| Participant deferral / active EE | $6,845 | $6,260+9.4% | $8,221-16.7% | $3,952+73.2% |
| Admin fee / account holder | $2,621 | $8,630-69.6% | $12,045-78.2% | $6,260-58.1% |