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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $148,953 | $69,515+114.3% | $86,874+71.5% | $85,850+73.5% |
| Participation rate | 100.0% | 66.3%+33.7pp | 71.6%+28.4pp | 69.3%+30.7pp |
| Annual return | 19.10% | 20.12%-1.0pp | 63.52%-44.4pp | 318.53%-299.4pp |
| Employer contribution / active EE | $3,966 | $1,880+110.9% | $2,495+58.9% | $2,565+54.6% |
| Participant deferral / active EE | $5,554 | $2,919+90.3% | $3,699+50.1% | $3,952+40.5% |
| Admin fee / account holder | $46,124 | $5,972+672.3% | $5,828+691.4% | $6,260+636.8% |