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.)
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $342,150 | $57,281+497.3% | $86,612+295.0% | $75,163+355.2% |
| Participation rate | 97.3% | 63.2%+34.1pp | 71.7%+25.6pp | 67.2%+30.1pp |
| Annual return | 10.20% | 2670.75%-2660.5pp | 591.07%-580.9pp | 160.62%-150.4pp |
| Employer contribution / active EE | $25,300 | $2,314+993.1% | $3,022+737.1% | $2,670+847.6% |
| Participant deferral / active EE | $17,742 | $3,318+434.8% | $4,438+299.8% | $4,125+330.1% |
| Admin fee / account holder | $12,085 | $4,112+193.9% | $5,614+115.3% | $5,651+113.9% |