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.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $39,137 | $53,777-27.2% | $134,143-70.8% | $79,858-51.0% |
| Participation rate | 64.4% | 58.8%+5.6pp | 72.2%-7.8pp | 69.6%-5.2pp |
| Annual return | 13.43% | 19.01%-5.6pp | 36.33%-22.9pp | 31.71%-18.3pp |
| Employer contribution / active EE | $1,071 | $1,321-18.9% | $3,704-71.1% | $2,471-56.7% |
| Participant deferral / active EE | $2,717 | $2,420+12.3% | $3,499-22.4% | $3,740-27.4% |
| Admin fee / account holder | $6,709 | $3,984+68.4% | $6,684+0.4% | $5,306+26.4% |