Filed February 20, 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 | $462,917 | $176,812+161.8% | $146,665+215.6% | $167,490+176.4% |
| Participation rate | 100.0% | 83.6%+16.4pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 17.29% | 24.03%-6.7pp | 22.74%-5.5pp | 478.56%-461.3pp |
| Employer contribution / active EE | $9,090 | $5,160+76.2% | $4,136+119.8% | $4,837+87.9% |
| Participant deferral / active EE | $9,816 | $6,440+52.4% | $5,506+78.3% | $6,341+54.8% |
| Admin fee / account holder | $1,594 | $13,259-88.0% | $10,280-84.5% | $12,309-87.0% |