Filed September 3, 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.
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $347,429 | $92,703+274.8% | $82,719+320.0% | $134,475+158.4% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -13.69% | 944.92%-958.6pp | 701.18%-714.9pp | 417.96%-431.7pp |
| Employer contribution / active EE | $12,192 | $3,274+272.4% | $3,009+305.2% | $4,740+157.2% |
| Participant deferral / active EE | $16,553 | $4,802+244.7% | $4,395+276.6% | $6,400+158.7% |
| Admin fee / account holder | $278 | $5,983-95.4% | $5,329-94.8% | $11,426-97.6% |