Filed January 2, 2026 (most recent of 4 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 | $141,880 | $58,208+143.7% | $81,812+73.4% | $80,856+75.5% |
| Participation rate | 100.0% | 63.4%+36.6pp | 72.3%+27.7pp | 67.6%+32.4pp |
| Annual return | 13.68% | 41.66%-28.0pp | 773.79%-760.1pp | 35.59%-21.9pp |
| Employer contribution / active EE | $2,417 | $2,340+3.3% | $2,912-17.0% | $2,755-12.3% |
| Participant deferral / active EE | $6,068 | $3,281+85.0% | $4,319+40.5% | $4,296+41.3% |
| Admin fee / account holder | $566 | $4,981-88.6% | $7,386-92.3% | $6,918-91.8% |