Filed March 25, 2026 (most recent of 2 filings on file)
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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $153,346 | $137,414+11.6% | $189,513-19.1% | $85,850+78.6% |
| Participation rate | 100.0% | 84.6%+15.4pp | 87.8%+12.2pp | 69.3%+30.7pp |
| Annual return | 14.07% | 38.14%-24.1pp | 555.15%-541.1pp | 318.53%-304.5pp |
| Employer contribution / active EE | $5,928 | $4,344+36.4% | $6,162-3.8% | $2,565+131.1% |
| Participant deferral / active EE | $8,135 | $6,260+30.0% | $8,221-1.0% | $3,952+105.9% |
| Admin fee / account holder | $10,331 | $8,630+19.7% | $12,045-14.2% | $6,260+65.0% |