Filed March 30, 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 | $145,177 | $82,032+77.0% | $123,104+17.9% | $59,632+143.5% |
| Participation rate | 100.0% | 83.2%+16.8pp | 86.8%+13.2pp | 68.7%+31.3pp |
| Annual return | 0.21% | 5.12%-4.9pp | 13.22%-13.0pp | 2041.28%-2041.1pp |
| Employer contribution / active EE | $4,406 | $3,297+33.7% | $5,151-14.5% | $2,203+100.1% |
| Participant deferral / active EE | $3,280 | $4,667-29.7% | $6,230-47.3% | $3,192+2.8% |
| Admin fee / account holder | $1,466 | $5,881-75.1% | $9,015-83.7% | $4,297-65.9% |