Filed August 10, 2026 (most recent of 5 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.
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $258,697 | $122,239+111.6% | $184,200+40.4% | $74,546+247.0% |
| Participation rate | 83.3% | 85.5%-2.1pp | 86.8%-3.5pp | 67.2%+16.1pp |
| Annual return | 13.78% | 19.95%-6.2pp | 28.80%-15.0pp | 1366.03%-1352.3pp |
| Employer contribution / active EE | $13,576 | $4,537+199.2% | $6,424+111.3% | $2,624+417.3% |
| Participant deferral / active EE | $19,383 | $7,139+171.5% | $9,132+112.3% | $4,347+345.8% |
| Admin fee / account holder | $33 | $1,260-97.4% | $13,907-99.8% | $1,944-98.3% |