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 | $378,610 | $73,867+412.6% | $143,757+163.4% | $68,494+452.8% |
| Participation rate | 92.7% | 66.7%+26.0pp | 80.3%+12.4pp | 67.9%+24.8pp |
| Annual return | -15.38% | 1.01%-16.4pp | -0.04%-15.3pp | -7.84%-7.5pp |
| Employer contribution / active EE | $27,657 | $3,184+768.6% | $4,951+458.6% | $2,596+965.2% |
| Participant deferral / active EE | $17,039 | $3,384+403.5% | $5,637+202.3% | $4,027+323.1% |
| Admin fee / account holder | $40,364 | $5,755+601.4% | $14,673+175.1% | $5,403+647.1% |