Filed March 17, 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.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $142,370 | $63,764+123.3% | $81,930+73.8% | $79,858+78.3% |
| Participation rate | 98.5% | 67.5%+31.0pp | 72.0%+26.5pp | 69.6%+28.9pp |
| Annual return | 8.81% | 22.66%-13.9pp | 29.49%-20.7pp | 31.71%-22.9pp |
| Employer contribution / active EE | $4,332 | $1,795+141.3% | $4,310+0.5% | $2,471+75.3% |
| Participant deferral / active EE | $5,447 | $2,780+95.9% | $7,107-23.4% | $3,740+45.6% |
| Admin fee / account holder | $42,996 | $4,426+871.3% | $5,158+733.6% | $5,306+710.3% |