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 | $558,307 | $54,762+919.5% | $90,281+518.4% | $72,985+665.0% |
| Participation rate | 100.0% | 65.1%+34.9pp | 73.3%+26.7pp | 69.5%+30.5pp |
| Annual return | 24.86% | 30.63%-5.8pp | 78.10%-53.2pp | 81.00%-56.1pp |
| Employer contribution / active EE | $6,539 | $2,092+212.5% | $2,854+129.1% | $2,440+168.0% |
| Participant deferral / active EE | $20,244 | $2,887+601.2% | $3,885+421.0% | $3,607+461.2% |
| Admin fee / account holder | $17,719 | $3,972+346.1% | $5,351+231.1% | $5,124+245.8% |