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 | $253,192 | $64,707+291.3% | $112,228+125.6% | $68,494+269.7% |
| Participation rate | 93.7% | 67.2%+26.5pp | 75.1%+18.6pp | 67.9%+25.8pp |
| Annual return | -16.03% | -11.40%-4.6pp | 27.45%-43.5pp | -7.84%-8.2pp |
| Employer contribution / active EE | $5,301 | $2,746+93.1% | $3,635+45.9% | $2,596+104.2% |
| Participant deferral / active EE | $12,307 | $3,565+245.2% | $4,728+160.3% | $4,027+205.6% |
| Admin fee / account holder | $6,694 | $5,232+27.9% | $6,410+4.4% | $5,403+23.9% |