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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,560 | $48,570-30.9% | $130,648-74.3% | $72,985-54.0% |
| Participation rate | 82.1% | 58.6%+23.5pp | 71.7%+10.3pp | 69.5%+12.6pp |
| Annual return | 20.69% | 38.63%-17.9pp | 1708.96%-1688.3pp | 81.00%-60.3pp |
| Employer contribution / active EE | $1,057 | $1,334-20.8% | $4,092-74.2% | $2,440-56.7% |
| Participant deferral / active EE | $2,581 | $2,384+8.3% | $3,603-28.3% | $3,607-28.4% |
| Admin fee / account holder | $10,891 | $3,549+206.9% | $5,464+99.3% | $5,124+112.5% |