Filed February 18, 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.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,307 | $46,869-1.2% | $122,332-62.1% | $70,131-34.0% |
| Participation rate | 75.7% | 58.2%+17.5pp | 71.6%+4.1pp | 69.5%+6.2pp |
| Annual return | 12.10% | 24.22%-12.1pp | 30.27%-18.2pp | 73.14%-61.0pp |
| Employer contribution / active EE | $936 | $1,288-27.3% | $4,050-76.9% | $2,342-60.0% |
| Participant deferral / active EE | $2,905 | $2,166+34.1% | $3,287-11.6% | $3,332-12.8% |
| Admin fee / account holder | $6,416 | $3,322+93.1% | $5,478+17.1% | $4,645+38.1% |