Filed January 12, 2026 (most recent of 3 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 | $110,523 | $77,813+42.0% | $123,544-10.5% | $64,186+72.2% |
| Participation rate | 97.9% | 74.7%+23.2pp | 82.3%+15.6pp | 69.6%+28.3pp |
| Annual return | -3.30% | 12.48%-15.8pp | 119.20%-122.5pp | 7.63%-10.9pp |
| Employer contribution / active EE | $2,421 | $3,014-19.7% | $4,628-47.7% | $2,381+1.7% |
| Participant deferral / active EE | $8,479 | $5,240+61.8% | $6,426+32.0% | $3,470+144.4% |
| Admin fee / account holder | $15,384 | $5,519+178.8% | $9,284+65.7% | $4,888+214.7% |