Filed June 9, 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.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $256,428 | $63,346+304.8% | $92,233+178.0% | $70,131+265.6% |
| Participation rate | 84.0% | 68.7%+15.3pp | 76.5%+7.5pp | 69.5%+14.5pp |
| Annual return | 13.04% | 530.12%-517.1pp | 176.28%-163.2pp | 73.14%-60.1pp |
| Employer contribution / active EE | $4,120 | $2,471+66.7% | $3,679+12.0% | $2,342+75.9% |
| Participant deferral / active EE | $8,417 | $2,854+194.9% | $3,897+116.0% | $3,332+152.6% |
| Admin fee / account holder | $2,945 | $3,840-23.3% | $5,194-43.3% | $4,645-36.6% |