Filed March 2, 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.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $77,316 | $58,927+31.2% | $76,817+0.6% | $72,985+5.9% |
| Participation rate | 52.9% | 67.3%-14.4pp | 72.1%-19.1pp | 69.5%-16.5pp |
| Annual return | 23.72% | 2305.64%-2281.9pp | 1166.11%-1142.4pp | 81.00%-57.3pp |
| Employer contribution / active EE | $1,408 | $1,787-21.2% | $2,302-38.8% | $2,440-42.3% |
| Participant deferral / active EE | $3,366 | $2,690+25.1% | $3,336+0.9% | $3,607-6.7% |
| Admin fee / account holder | $1,568 | $4,013-60.9% | $6,420-75.6% | $5,124-69.4% |