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 | $339,729 | $154,117+120.4% | $129,995+161.3% | $139,434+143.6% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.5%+21.5pp | 80.3%+19.7pp |
| Annual return | 21.37% | 32.48%-11.1pp | -137.18%+158.5pp | 372.94%-351.6pp |
| Employer contribution / active EE | $9,567 | $5,289+80.9% | $4,320+121.5% | $4,751+101.4% |
| Participant deferral / active EE | $12,981 | $6,710+93.5% | $5,820+123.0% | $6,710+93.4% |
| Admin fee / account holder | $49,316 | $14,007+252.1% | $10,614+364.6% | $11,403+332.5% |