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 | $611,342 | $77,899+684.8% | $149,673+308.5% | $75,163+713.4% |
| Participation rate | 100.0% | 65.6%+34.4pp | 78.8%+21.2pp | 67.2%+32.8pp |
| Annual return | 14.18% | 31.72%-17.5pp | 134.42%-120.2pp | 160.62%-146.4pp |
| Employer contribution / active EE | $43,347 | $3,137+1281.6% | $4,818+799.7% | $2,670+1523.6% |
| Participant deferral / active EE | $2,818 | $3,411-17.4% | $5,680-50.4% | $4,125-31.7% |
| Admin fee / account holder | $115,250 | $5,956+1834.9% | $13,210+772.5% | $5,651+1939.5% |