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 | $109,413+350.0% | $156,263+215.1% | $84,808+480.6% |
| Participation rate | 88.0% | 72.7%+15.3pp | 78.9%+9.1pp | 68.3%+19.7pp |
| Annual return | 13.76% | 20.18%-6.4pp | 59.47%-45.7pp | 40.90%-27.1pp |
| Employer contribution / active EE | $17,549 | $2,907+503.7% | $4,333+305.0% | $2,631+567.0% |
| Participant deferral / active EE | $8,662 | $4,590+88.7% | $6,158+40.7% | $4,212+105.7% |
| Admin fee / account holder | $46,123 | $9,357+392.9% | $14,255+223.6% | $7,344+528.1% |