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.
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 | $43,666 | $87,870-50.3% | $113,168-61.4% | $74,304-41.2% |
| Participation rate | 90.2% | 70.7%+19.5pp | 76.6%+13.7pp | 60.3%+29.9pp |
| Annual return | 20.25% | 26.44%-6.2pp | 24.27%-4.0pp | 29.43%-9.2pp |
| Employer contribution / active EE | $2,921 | $2,277+28.3% | $2,975-1.8% | $2,241+30.4% |
| Participant deferral / active EE | $5,455 | $4,241+28.6% | $5,107+6.8% | $3,767+44.8% |
| Admin fee / account holder | $1,874 | $3,368-44.4% | $12,068-84.5% | $2,969-36.9% |