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 | $84,052 | $99,877-15.8% | $84,966-1.1% | $145,922-42.4% |
| Participation rate | 88.9% | 74.1%+14.8pp | 67.5%+21.4pp | 80.3%+8.6pp |
| Annual return | 14.52% | 83.76%-69.2pp | 66.38%-51.9pp | 561.29%-546.8pp |
| Employer contribution / active EE | $2,480 | $3,231-23.3% | $2,727-9.1% | $4,660-46.8% |
| Participant deferral / active EE | $12,261 | $5,291+131.8% | $4,519+171.3% | $6,688+83.3% |
| Admin fee / account holder | $17,266 | $7,248+138.2% | $6,149+180.8% | $13,397+28.9% |