Filed August 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.
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 | $222,321 | $60,124+269.8% | $90,404+145.9% | $79,858+178.4% |
| Participation rate | 100.0% | 65.0%+35.0pp | 72.7%+27.3pp | 69.6%+30.4pp |
| Annual return | 17.00% | 71.94%-54.9pp | 1293.02%-1276.0pp | 31.71%-14.7pp |
| Employer contribution / active EE | $22,160 | $2,068+971.7% | $3,262+579.3% | $2,471+796.9% |
| Participant deferral / active EE | $14,332 | $2,938+387.8% | $3,963+261.6% | $3,740+283.2% |
| Admin fee / account holder | $2,051 | $3,976-48.4% | $5,611-63.4% | $5,306-61.3% |