Filed March 16, 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.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $277,242 | $54,350+410.1% | $82,719+235.2% | $68,494+304.8% |
| Participation rate | 100.0% | 63.9%+36.1pp | 72.6%+27.4pp | 67.9%+32.1pp |
| Annual return | -4.55% | -13.67%+9.1pp | 701.18%-705.7pp | -7.84%+3.3pp |
| Employer contribution / active EE | $24,225 | $2,218+992.2% | $3,009+705.1% | $2,596+833.1% |
| Participant deferral / active EE | $15,542 | $3,246+378.8% | $4,395+253.6% | $4,027+285.9% |
| Admin fee / account holder | $8,878 | $4,395+102.0% | $5,329+66.6% | $5,403+64.3% |