Filed August 18, 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.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $190,907 | $215,361-11.4% | $171,082+11.6% | $273,961-30.3% |
| Participation rate | 58.8% | 82.0%-23.2pp | 76.7%-17.9pp | 83.0%-24.2pp |
| Annual return | 9.66% | 25.14%-15.5pp | 32.56%-22.9pp | 41.45%-31.8pp |
| Employer contribution / active EE | $9,319 | $4,967+87.6% | $4,002+132.9% | $4,869+91.4% |
| Participant deferral / active EE | $6,409 | $5,543+15.6% | $4,797+33.6% | $5,287+21.2% |
| Admin fee / account holder | $12,331 | $10,846+13.7% | $8,520+44.7% | $10,132+21.7% |