Filed April 16, 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 | $266,178 | $86,929+206.2% | $102,423+159.9% | $80,856+229.2% |
| Participation rate | 97.8% | 72.4%+25.4pp | 76.5%+21.3pp | 67.6%+30.1pp |
| Annual return | 15.07% | 18.88%-3.8pp | 29.32%-14.3pp | 35.59%-20.5pp |
| Employer contribution / active EE | $6,548 | $2,369+176.4% | $3,023+116.6% | $2,755+137.7% |
| Participant deferral / active EE | $11,897 | $4,118+188.9% | $5,053+135.5% | $4,296+177.0% |
| Admin fee / account holder | $1,915 | $8,049-76.2% | $9,451-79.7% | $6,918-72.3% |