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.
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 | $119,449 | $100,041+19.4% | $149,718-20.2% | $70,131+70.3% |
| Participation rate | 92.4% | 83.6%+8.8pp | 87.1%+5.4pp | 69.5%+22.9pp |
| Annual return | 20.13% | 27.43%-7.3pp | 1501.63%-1481.5pp | 73.14%-53.0pp |
| Employer contribution / active EE | $11,686 | $3,662+219.2% | $5,445+114.6% | $2,342+398.9% |
| Participant deferral / active EE | $12,393 | $4,983+148.7% | $6,569+88.7% | $3,332+272.0% |
| Admin fee / account holder | $3,238 | $8,286-60.9% | $11,283-71.3% | $4,645-30.3% |