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 | $63,226 | $93,024-32.0% | $77,024-17.9% | $134,475-53.0% |
| Participation rate | 77.8% | 74.5%+3.3pp | 67.9%+9.9pp | 81.2%-3.4pp |
| Annual return | -15.19% | 62.60%-77.8pp | 42.32%-57.5pp | 417.96%-433.2pp |
| Employer contribution / active EE | $2,834 | $3,418-17.1% | $2,812+0.8% | $4,740-40.2% |
| Participant deferral / active EE | $8,305 | $5,238+58.6% | $4,426+87.6% | $6,400+29.8% |
| Admin fee / account holder | $41,062 | $6,944+491.3% | $5,425+656.9% | $11,426+259.4% |