Filed January 19, 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 | $499,788 | $53,127+840.7% | $86,590+477.2% | $70,131+612.7% |
| Participation rate | 100.0% | 65.3%+34.7pp | 73.5%+26.5pp | 69.5%+30.5pp |
| Annual return | 18.40% | 27.66%-9.3pp | 964.84%-946.4pp | 73.14%-54.7pp |
| Employer contribution / active EE | $6,195 | $2,068+199.5% | $2,839+118.2% | $2,342+164.5% |
| Participant deferral / active EE | $17,261 | $2,696+540.3% | $3,609+378.3% | $3,332+418.1% |
| Admin fee / account holder | $3,655 | $3,585+1.9% | $4,906-25.5% | $4,645-21.3% |