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 | $75,216 | $100,041-24.8% | $149,718-49.8% | $70,131+7.3% |
| Participation rate | 93.8% | 83.6%+10.2pp | 87.1%+6.7pp | 69.5%+24.2pp |
| Annual return | 82.04% | 27.43%+54.6pp | 1501.63%-1419.6pp | 73.14%+8.9pp |
| Employer contribution / active EE | $2,690 | $3,662-26.5% | $5,445-50.6% | $2,342+14.8% |
| Participant deferral / active EE | $2,554 | $4,983-48.7% | $6,569-61.1% | $3,332-23.3% |
| Admin fee / account holder | $16,857 | $8,286+103.4% | $11,283+49.4% | $4,645+262.9% |