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 | $103,906 | $109,327-5.0% | $89,391+16.2% | $158,922-34.6% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.0%+32.0pp | 82.0%+18.0pp |
| Annual return | 14.80% | 345.68%-330.9pp | 245.62%-230.8pp | 302.83%-288.0pp |
| Employer contribution / active EE | $4,874 | $3,170+53.8% | $2,586+88.5% | $4,761+2.4% |
| Participant deferral / active EE | $10,110 | $4,598+119.9% | $3,890+159.9% | $5,982+69.0% |
| Admin fee / account holder | $7,602 | $6,153+23.6% | $4,881+55.7% | $11,246-32.4% |