Filed February 9, 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 9-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 | $67,309 | $98,750-31.8% | $149,696-55.0% | $79,858-15.7% |
| Participation rate | 67.0% | 75.8%-8.7pp | 82.5%-15.4pp | 69.6%-2.6pp |
| Annual return | 31.75% | 27.43%+4.3pp | 276.60%-244.8pp | 31.71%0pp |
| Employer contribution / active EE | $3,954 | $3,216+22.9% | $4,644-14.9% | $2,471+60.0% |
| Participant deferral / active EE | $8,839 | $5,680+55.6% | $6,842+29.2% | $3,740+136.3% |
| Admin fee / account holder | $1,251 | $6,053-79.3% | $9,309-86.6% | $5,306-76.4% |