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 | $378,132 | $69,977+440.4% | $108,579+248.3% | $62,891+501.2% |
| Participation rate | 95.5% | 72.9%+22.6pp | 79.6%+15.9pp | 69.3%+26.1pp |
| Annual return | 5.93% | 10.73%-4.8pp | -51.70%+57.6pp | 20.14%-14.2pp |
| Employer contribution / active EE | $10,704 | $2,135+401.4% | $3,758+184.8% | $2,281+369.3% |
| Participant deferral / active EE | $9,005 | $3,165+184.5% | $4,311+108.9% | $3,203+181.2% |
| Admin fee / account holder | $375 | $5,076-92.6% | $7,645-95.1% | $4,296-91.3% |