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 9-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 | $166,199 | $124,319+33.7% | $111,297+49.3% | $167,490-0.8% |
| Participation rate | 100.0% | 79.6%+20.4pp | 77.3%+22.7pp | 82.1%+17.9pp |
| Annual return | 13.96% | 37.44%-23.5pp | 54.65%-40.7pp | 478.56%-464.6pp |
| Employer contribution / active EE | $4,114 | $3,435+19.8% | $2,731+50.6% | $4,837-15.0% |
| Participant deferral / active EE | $5,656 | $5,180+9.2% | $4,487+26.0% | $6,341-10.8% |
| Admin fee / account holder | $34,812 | $10,618+227.9% | $7,964+337.1% | $12,309+182.8% |