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.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $444,730 | $167,307+165.8% | $143,757+209.4% | $134,475+230.7% |
| Participation rate | 91.7% | 84.8%+6.9pp | 80.3%+11.4pp | 81.2%+10.4pp |
| Annual return | -18.60% | 0.46%-19.1pp | -0.04%-18.6pp | 417.96%-436.6pp |
| Employer contribution / active EE | $9,185 | $5,619+63.5% | $4,951+85.5% | $4,740+93.8% |
| Participant deferral / active EE | $10,569 | $6,446+64.0% | $5,637+87.5% | $6,400+65.1% |
| Admin fee / account holder | $3,450 | $18,088-80.9% | $14,673-76.5% | $11,426-69.8% |