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 | $53,516+42.9% | $126,539-39.6% | $84,808-9.8% |
| Participation rate | 88.1% | 58.2%+29.8pp | 69.8%+18.3pp | 68.3%+19.8pp |
| Annual return | 22.73% | 58.34%-35.6pp | 425.95%-403.2pp | 40.90%-18.2pp |
| Employer contribution / active EE | $12,424 | $1,535+709.5% | $3,674+238.2% | $2,631+372.2% |
| Participant deferral / active EE | $4,756 | $2,671+78.1% | $4,083+16.5% | $4,212+12.9% |
| Admin fee / account holder | $5,897 | $4,497+31.1% | $6,065-2.8% | $7,344-19.7% |