Filed August 26, 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.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $321,337 | $96,635+232.5% | $86,612+271.0% | $139,434+130.5% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 15.51% | 106.41%-90.9pp | 591.07%-575.6pp | 372.94%-357.4pp |
| Employer contribution / active EE | $13,220 | $3,263+305.2% | $3,022+337.4% | $4,751+178.3% |
| Participant deferral / active EE | $9,407 | $4,836+94.5% | $4,438+112.0% | $6,710+40.2% |
| Admin fee / account holder | $63,172 | $6,408+885.9% | $5,614+1025.2% | $11,403+454.0% |