Filed June 12, 2026 (most recent of 2 filings on file)
Unlock peer percentile detail for $4.99 your first month
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Unlock 10-year trajectory for $4.99 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 | $94,416 | $58,234+62.1% | $81,783+15.4% | $80,874+16.7% |
| Participation rate | 93.3% | 63.4%+29.9pp | 72.4%+21.0pp | 67.6%+25.7pp |
| Annual return | 13.24% | 41.70%-28.5pp | 775.05%-761.8pp | 35.62%-22.4pp |
| Employer contribution / active EE | $3,881 | $2,341+65.8% | $2,913+33.3% | $2,756+40.8% |
| Participant deferral / active EE | $8,456 | $3,283+157.6% | $4,320+95.7% | $4,297+96.8% |
| Admin fee / account holder | $3,664 | $4,982-26.5% | $7,380-50.4% | $6,935-47.2% |