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 | $294,375 | $185,822+58.4% | $169,993+73.2% | $139,434+111.1% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 15.84% | 60.50%-44.7pp | 53.37%-37.5pp | 372.94%-357.1pp |
| Employer contribution / active EE | $6,938 | $7,590-8.6% | $6,785+2.3% | $4,751+46.0% |
| Participant deferral / active EE | $9,718 | $11,622-16.4% | $10,408-6.6% | $6,710+44.8% |
| Admin fee / account holder | $4,289 | $15,381-72.1% | $12,815-66.5% | $11,403-62.4% |