Filed April 2, 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 | $301,723 | $209,336+44.1% | $197,124+53.1% | $137,256+119.8% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 16.98% | 48.09%-31.1pp | 44.34%-27.4pp | 220.34%-203.4pp |
| Employer contribution / active EE | $9,089 | $6,591+37.9% | $6,227+46.0% | $4,156+118.7% |
| Participant deferral / active EE | $12,542 | $9,614+30.5% | $9,135+37.3% | $6,407+95.8% |
| Admin fee / account holder | $2,699 | $17,308-84.4% | $16,298-83.4% | $12,270-78.0% |