Filed August 19, 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 | $475,738 | $85,202+458.4% | $172,739+175.4% | $72,985+551.8% |
| Participation rate | 100.0% | 70.1%+29.9pp | 82.6%+17.4pp | 69.5%+30.5pp |
| Annual return | 17.14% | 27.32%-10.2pp | 802.84%-785.7pp | 81.00%-63.9pp |
| Employer contribution / active EE | $28,193 | $3,324+748.1% | $5,143+448.2% | $2,440+1055.5% |
| Participant deferral / active EE | $14,159 | $3,260+334.3% | $5,198+172.4% | $3,607+292.5% |
| Admin fee / account holder | $7,905 | $5,884+34.3% | $13,954-43.4% | $5,124+54.3% |