Filed February 18, 2026 (most recent of 2 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 | $45,878 | $71,883-36.2% | $86,677-47.1% | $68,494-33.0% |
| Participation rate | 60.0% | 72.2%-12.2pp | 76.6%-16.6pp | 67.9%-7.9pp |
| Annual return | -13.30% | 3.52%-16.8pp | 35.91%-49.2pp | -7.84%-5.5pp |
| Employer contribution / active EE | $1,742 | $2,173-19.8% | $2,836-38.6% | $2,596-32.9% |
| Participant deferral / active EE | $3,626 | $3,779-4.0% | $4,656-22.1% | $4,027-10.0% |
| Admin fee / account holder | $2,951 | $6,112-51.7% | $7,493-60.6% | $5,403-45.4% |