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.)
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $583,222 | $54,350+973.1% | $82,719+605.1% | $68,494+751.5% |
| Participation rate | 97.4% | 63.9%+33.5pp | 72.6%+24.8pp | 67.9%+29.5pp |
| Annual return | -19.89% | -13.67%-6.2pp | 701.18%-721.1pp | -7.84%-12.0pp |
| Employer contribution / active EE | $7,144 | $2,218+222.1% | $3,009+137.4% | $2,596+175.1% |
| Participant deferral / active EE | $22,360 | $3,246+588.8% | $4,395+408.8% | $4,027+455.2% |
| Admin fee / account holder | $10,502 | $4,395+138.9% | $5,329+97.1% | $5,403+94.4% |