Filed February 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.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,990 | $61,660-23.8% | $80,019-41.3% | $64,186-26.8% |
| Participation rate | 70.4% | 71.7%-1.3pp | 75.8%-5.5pp | 69.6%+0.8pp |
| Annual return | -7.64% | -0.33%-7.3pp | 11.22%-18.9pp | 7.63%-15.3pp |
| Employer contribution / active EE | $1,692 | $1,810-6.6% | $2,468-31.5% | $2,381-28.9% |
| Participant deferral / active EE | $4,165 | $2,968+40.4% | $3,686+13.0% | $3,470+20.1% |
| Admin fee / account holder | $1,182 | $5,417-78.2% | $6,521-81.9% | $4,888-75.8% |