Filed June 16, 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 | $309,873 | $114,237+171.3% | $119,258+159.8% | $167,490+85.0% |
| Participation rate | 100.0% | 83.7%+16.3pp | 82.7%+17.3pp | 82.1%+17.9pp |
| Annual return | 13.00% | 29.87%-16.9pp | 30.69%-17.7pp | 478.56%-465.6pp |
| Employer contribution / active EE | $14,116 | $4,481+215.0% | $4,384+222.0% | $4,837+191.8% |
| Participant deferral / active EE | $19,594 | $6,084+222.1% | $6,111+220.6% | $6,341+209.0% |
| Admin fee / account holder | $10,663 | $8,932+19.4% | $7,226+47.6% | $12,309-13.4% |