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 | $136,725 | $59,417+130.1% | $93,606+46.1% | $74,495+83.5% |
| Participation rate | 53.2% | 59.7%-6.4pp | 68.7%-15.5pp | 67.2%-14.0pp |
| Annual return | 16.08% | 81.83%-65.8pp | 133.20%-117.1pp | 1364.94%-1348.9pp |
| Employer contribution / active EE | $1,725 | $1,264+36.5% | $2,420-28.7% | $2,623-34.2% |
| Participant deferral / active EE | $4,197 | $3,050+37.6% | $4,411-4.9% | $4,346-3.4% |
| Admin fee / account holder | $75,203 | $3,021+2389.0% | $8,285+807.7% | $1,942+3773.0% |