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 | $265,957 | $72,277+268.0% | $101,248+162.7% | $79,858+233.0% |
| Participation rate | 82.8% | 68.5%+14.3pp | 75.8%+7.0pp | 69.6%+13.1pp |
| Annual return | 11.09% | 22.30%-11.2pp | 46.47%-35.4pp | 31.71%-20.6pp |
| Employer contribution / active EE | $3,414 | $2,692+26.8% | $3,660-6.7% | $2,471+38.2% |
| Participant deferral / active EE | $7,258 | $3,282+121.2% | $4,370+66.1% | $3,740+94.1% |
| Admin fee / account holder | $22,595 | $4,400+413.5% | $5,945+280.0% | $5,306+325.8% |