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.)
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $344,698 | $77,899+342.5% | $149,673+130.3% | $75,163+358.6% |
| Participation rate | 97.6% | 65.6%+32.0pp | 78.8%+18.9pp | 67.2%+30.4pp |
| Annual return | 11.61% | 31.72%-20.1pp | 134.42%-122.8pp | 160.62%-149.0pp |
| Employer contribution / active EE | $26,863 | $3,137+756.2% | $4,818+457.6% | $2,670+906.2% |
| Participant deferral / active EE | $16,993 | $3,411+398.2% | $5,680+199.2% | $4,125+311.9% |
| Admin fee / account holder | $36,784 | $5,956+517.6% | $13,210+178.5% | $5,651+550.9% |