Filed April 9, 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 | $492,402 | $108,825+352.5% | $156,181+215.3% | $82,448+497.2% |
| Participation rate | 88.0% | 72.4%+15.6pp | 78.8%+9.2pp | 68.1%+19.9pp |
| Annual return | 13.76% | 20.59%-6.8pp | 64.87%-51.1pp | 41.64%-27.9pp |
| Employer contribution / active EE | $17,549 | $2,870+511.5% | $4,294+308.7% | $2,551+587.9% |
| Participant deferral / active EE | $8,662 | $4,577+89.2% | $6,132+41.3% | $4,139+109.3% |
| Admin fee / account holder | $46,123 | $9,341+393.8% | $14,586+216.2% | $7,234+537.6% |