Filed January 13, 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.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $303,264 | $74,888+305.0% | $71,209+325.9% | $142,382+113.0% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 13.25% | 345.14%-331.9pp | 282.51%-269.3pp | 217.08%-203.8pp |
| Employer contribution / active EE | $2,044 | $2,854-28.4% | $2,721-24.9% | $4,299-52.4% |
| Participant deferral / active EE | $9,731 | $4,454+118.5% | $4,175+133.1% | $6,507+49.5% |
| Admin fee / account holder | $53,476 | $5,568+860.4% | $5,349+899.8% | $12,624+323.6% |