Filed January 28, 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 | $142,812 | $80,968+76.4% | $96,544+47.9% | $75,163+90.0% |
| Participation rate | 57.6% | 71.8%-14.2pp | 76.0%-18.4pp | 67.2%-9.6pp |
| Annual return | 14.45% | 27.06%-12.6pp | 25.84%-11.4pp | 160.62%-146.2pp |
| Employer contribution / active EE | $0 | $2,282-100.0% | $2,965-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $5,269 | $3,928+34.1% | $4,851+8.6% | $4,125+27.7% |
| Admin fee / account holder | $5,299 | $6,724-21.2% | $8,252-35.8% | $5,651-6.2% |