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 | $454,276 | $49,177+823.8% | $79,464+471.7% | $64,186+607.8% |
| Participation rate | 100.0% | 65.0%+35.0pp | 73.3%+26.7pp | 69.6%+30.4pp |
| Annual return | -4.53% | -1.16%-3.4pp | 718.14%-722.7pp | 7.63%-12.2pp |
| Employer contribution / active EE | $6,393 | $2,076+207.9% | $2,800+128.3% | $2,381+168.5% |
| Participant deferral / active EE | $18,202 | $2,821+545.1% | $3,704+391.4% | $3,470+424.6% |
| Admin fee / account holder | $22,458 | $3,839+485.0% | $5,113+339.2% | $4,888+359.5% |