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 | $90,111 | $138,347-34.9% | $184,203-51.1% | $80,856+11.4% |
| Participation rate | 89.8% | 83.9%+5.9pp | 86.8%+3.0pp | 67.6%+22.2pp |
| Annual return | 83.06% | 20.02%+63.0pp | 28.81%+54.2pp | 35.59%+47.5pp |
| Employer contribution / active EE | $3,036 | $4,850-37.4% | $6,427-52.8% | $2,755+10.2% |
| Participant deferral / active EE | $5,257 | $7,071-25.6% | $9,131-42.4% | $4,296+22.4% |
| Admin fee / account holder | $18,613 | $10,483+77.5% | $13,901+33.9% | $6,918+169.1% |