Filed May 27, 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 9-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 | $821,117 | $95,416+760.6% | $185,823+341.9% | $85,850+856.5% |
| Participation rate | 100.0% | 68.8%+31.2pp | 81.7%+18.3pp | 69.3%+30.7pp |
| Annual return | 12.15% | 23.59%-11.4pp | 122.05%-109.9pp | 318.53%-306.4pp |
| Employer contribution / active EE | $39,724 | $3,314+1098.8% | $5,167+668.7% | $2,565+1448.6% |
| Participant deferral / active EE | $2,135 | $3,423-37.6% | $5,568-61.6% | $3,952-46.0% |
| Admin fee / account holder | $116,050 | $7,213+1509.0% | $16,237+614.7% | $6,260+1753.9% |