Filed February 16, 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.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $177,194 | $54,701+223.9% | $86,188+105.6% | $71,457+148.0% |
| Participation rate | 59.6% | 60.1%-0.5pp | 69.0%-9.3pp | 67.9%-8.3pp |
| Annual return | 19.67% | 20.06%-0.4pp | 1168.45%-1148.8pp | 28.85%-9.2pp |
| Employer contribution / active EE | $1,736 | $1,265+37.2% | $2,380-27.1% | $2,588-32.9% |
| Participant deferral / active EE | $4,177 | $3,108+34.4% | $3,985+4.8% | $4,289-2.6% |
| Admin fee / account holder | $7,860 | $1,922+309.0% | $6,852+14.7% | $1,587+395.2% |