Filed August 17, 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 | $51,587 | $95,193-45.8% | $76,523-32.6% | $135,375-61.9% |
| Participation rate | 92.9% | 74.4%+18.5pp | 68.0%+24.9pp | 82.6%+10.2pp |
| Annual return | -9.32% | 4.85%-14.2pp | -0.27%-9.1pp | 519.73%-529.1pp |
| Employer contribution / active EE | $3,941 | $3,302+19.3% | $2,647+48.9% | $4,779-17.5% |
| Participant deferral / active EE | $8,082 | $4,639+74.2% | $3,835+110.7% | $5,609+44.1% |
| Admin fee / account holder | $5,013 | $6,249-19.8% | $4,848+3.4% | $10,827-53.7% |