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 | $292,294 | $94,752+208.5% | $112,887+158.9% | $139,434+109.6% |
| Participation rate | 100.0% | 81.3%+18.7pp | 80.5%+19.5pp | 80.3%+19.7pp |
| Annual return | 15.17% | 40.88%-25.7pp | 34.10%-18.9pp | 372.94%-357.8pp |
| Employer contribution / active EE | $13,634 | $4,625+194.8% | $4,563+198.8% | $4,751+187.0% |
| Participant deferral / active EE | $17,055 | $6,512+161.9% | $6,513+161.9% | $6,710+154.2% |
| Admin fee / account holder | $3,926 | $8,527-54.0% | $7,047-44.3% | $11,403-65.6% |