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 | $60,829 | $96,305-36.8% | $80,569-24.5% | $139,434-56.4% |
| Participation rate | 88.9% | 73.6%+15.3pp | 67.0%+21.9pp | 80.3%+8.6pp |
| Annual return | 18.40% | 1350.08%-1331.7pp | 935.43%-917.0pp | 372.94%-354.5pp |
| Employer contribution / active EE | $1,740 | $3,262-46.7% | $2,723-36.1% | $4,751-63.4% |
| Participant deferral / active EE | $10,826 | $5,232+106.9% | $4,447+143.4% | $6,710+61.3% |
| Admin fee / account holder | $16,280 | $6,599+146.7% | $5,377+202.8% | $11,403+42.8% |