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 5-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 | $407,573 | $73,867+451.8% | $143,757+183.5% | $68,494+495.0% |
| Participation rate | 90.5% | 66.7%+23.9pp | 80.3%+10.2pp | 67.9%+22.7pp |
| Annual return | -13.99% | 1.01%-15.0pp | -0.04%-13.9pp | -7.84%-6.1pp |
| Employer contribution / active EE | $37,853 | $3,184+1088.8% | $4,951+664.5% | $2,596+1357.9% |
| Participant deferral / active EE | $10,280 | $3,384+203.7% | $5,637+82.4% | $4,027+155.3% |
| Admin fee / account holder | $27,982 | $5,755+386.2% | $14,673+90.7% | $5,403+417.9% |