Filed July 8, 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.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $567,011 | $148,978+280.6% | $200,582+182.7% | $84,808+568.6% |
| Participation rate | 51.1% | 84.2%-33.1pp | 86.9%-35.8pp | 68.3%-17.2pp |
| Annual return | 12.66% | 28.16%-15.5pp | 42.33%-29.7pp | 40.90%-28.2pp |
| Employer contribution / active EE | $24,711 | $4,815+413.2% | $6,419+285.0% | $2,631+839.2% |
| Participant deferral / active EE | $7,530 | $7,142+5.4% | $9,331-19.3% | $4,212+78.8% |
| Admin fee / account holder | $6,664 | $13,977-52.3% | $16,305-59.1% | $7,344-9.3% |