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 | $53,800 | $51,576+4.3% | $129,207-58.4% | $80,856-33.5% |
| Participation rate | 64.9% | 57.0%+8.0pp | 69.6%-4.7pp | 67.6%-2.7pp |
| Annual return | 12.31% | 20.81%-8.5pp | 9417.33%-9405.0pp | 35.59%-23.3pp |
| Employer contribution / active EE | $1,450 | $1,584-8.5% | $4,153-65.1% | $2,755-47.4% |
| Participant deferral / active EE | $4,320 | $2,669+61.9% | $4,168+3.6% | $4,296+0.6% |
| Admin fee / account holder | $4,281 | $4,305-0.6% | $7,715-44.5% | $6,918-38.1% |