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 | $359,084 | $97,744+267.4% | $103,476+247.0% | $145,922+146.1% |
| Participation rate | 100.0% | 81.1%+18.9pp | 80.5%+19.5pp | 80.3%+19.7pp |
| Annual return | 12.36% | 25.41%-13.1pp | 23.90%-11.5pp | 561.29%-548.9pp |
| Employer contribution / active EE | $15,500 | $4,677+231.4% | $4,672+231.8% | $4,660+232.6% |
| Participant deferral / active EE | $19,905 | $6,603+201.4% | $6,623+200.6% | $6,688+197.6% |
| Admin fee / account holder | $5,387 | $12,515-57.0% | $9,413-42.8% | $13,397-59.8% |