Filed August 4, 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.)
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 | $275,174 | $180,449+52.5% | $154,107+78.6% | $135,375+103.3% |
| Participation rate | 91.7% | 87.4%+4.2pp | 83.0%+8.6pp | 82.6%+9.0pp |
| Annual return | -9.43% | 888.09%-897.5pp | 735.12%-744.6pp | 519.73%-529.2pp |
| Employer contribution / active EE | $7,994 | $6,035+32.5% | $5,298+50.9% | $4,779+67.3% |
| Participant deferral / active EE | $8,060 | $5,806+38.8% | $5,081+58.6% | $5,609+43.7% |
| Admin fee / account holder | $2,246 | $16,143-86.1% | $13,411-83.3% | $10,827-79.3% |