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 | $668,066 | $73,867+804.4% | $143,757+364.7% | $68,494+875.4% |
| Participation rate | 100.0% | 66.7%+33.3pp | 80.3%+19.7pp | 67.9%+32.1pp |
| Annual return | -15.83% | 1.01%-16.8pp | -0.04%-15.8pp | -7.84%-8.0pp |
| Employer contribution / active EE | $43,174 | $3,184+1255.9% | $4,951+772.0% | $2,596+1562.9% |
| Participant deferral / active EE | $2,537 | $3,384-25.0% | $5,637-55.0% | $4,027-37.0% |
| Admin fee / account holder | $3,864 | $5,755-32.9% | $14,673-73.7% | $5,403-28.5% |