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 | $46,194 | $46,674-1.0% | $117,472-60.7% | $68,494-32.6% |
| Participation rate | 65.3% | 56.8%+8.6pp | 70.6%-5.3pp | 67.9%-2.6pp |
| Annual return | -17.46% | -14.52%-2.9pp | 29.74%-47.2pp | -7.84%-9.6pp |
| Employer contribution / active EE | $1,284 | $1,505-14.6% | $4,176-69.2% | $2,596-50.5% |
| Participant deferral / active EE | $3,499 | $2,636+32.7% | $4,070-14.0% | $4,027-13.1% |
| Admin fee / account holder | $5,095 | $4,020+26.8% | $5,645-9.7% | $5,403-5.7% |