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 | $134,154 | $89,652+49.6% | $141,162-5.0% | $65,185+105.8% |
| Participation rate | 100.0% | 74.7%+25.3pp | 82.5%+17.5pp | 70.2%+29.8pp |
| Annual return | 21.06% | 32.79%-11.7pp | 71.39%-50.3pp | 29.38%-8.3pp |
| Employer contribution / active EE | $4,714 | $3,065+53.8% | $4,735-0.4% | $2,177+116.6% |
| Participant deferral / active EE | $8,800 | $5,691+54.6% | $6,709+31.2% | $3,514+150.4% |
| Admin fee / account holder | $1,910 | $569+235.9% | $10,261-81.4% | $847+125.5% |