Filed March 25, 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 | $90,991 | $152,587-40.4% | $125,175-27.3% | $152,861-40.5% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.4%+17.6pp |
| Annual return | 15.32% | 54.84%-39.5pp | 43.79%-28.5pp | 345.32%-330.0pp |
| Employer contribution / active EE | $8,430 | $4,946+70.4% | $3,865+118.1% | $4,762+77.0% |
| Participant deferral / active EE | $5,370 | $5,868-8.5% | $4,937+8.8% | $5,850-8.2% |
| Admin fee / account holder | $40,813 | $13,434+203.8% | $9,702+320.7% | $11,596+251.9% |