Filed September 15, 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 | $267,323 | $167,484+59.6% | $151,611+76.3% | $134,475+98.8% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -16.26% | 7.80%-24.1pp | 3.33%-19.6pp | 417.96%-434.2pp |
| Employer contribution / active EE | $7,248 | $6,829+6.1% | $6,166+17.5% | $4,740+52.9% |
| Participant deferral / active EE | $10,090 | $8,986+12.3% | $8,363+20.6% | $6,400+57.7% |
| Admin fee / account holder | $6,655 | $13,783-51.7% | $11,616-42.7% | $11,426-41.8% |