Filed August 24, 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 | $1,086,959 | $91,190+1092.0% | $178,490+509.0% | $79,858+1261.1% |
| Participation rate | 95.6% | 69.2%+26.4pp | 81.9%+13.7pp | 69.6%+26.0pp |
| Annual return | -17.27% | 24.19%-41.5pp | 151.07%-168.3pp | 31.71%-49.0pp |
| Employer contribution / active EE | $38,834 | $3,256+1092.8% | $5,011+675.0% | $2,471+1471.7% |
| Participant deferral / active EE | $16,206 | $3,236+400.8% | $5,202+211.6% | $3,740+333.3% |
| Admin fee / account holder | $63,490 | $6,751+840.5% | $13,984+354.0% | $5,306+1096.5% |