Filed May 27, 2026 (most recent of 3 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 | $76,482 | $52,353+46.1% | $120,225-36.4% | $82,448-7.2% |
| Participation rate | 88.1% | 58.3%+29.8pp | 69.6%+18.5pp | 68.1%+20.0pp |
| Annual return | 22.73% | 61.85%-39.1pp | 439.23%-416.5pp | 41.64%-18.9pp |
| Employer contribution / active EE | $12,424 | $1,510+722.8% | $3,475+257.5% | $2,551+387.0% |
| Participant deferral / active EE | $4,756 | $2,627+81.0% | $3,999+18.9% | $4,139+14.9% |
| Admin fee / account holder | $5,897 | $4,363+35.2% | $5,696+3.5% | $7,234-18.5% |