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 | $106,412 | $64,480+65.0% | $81,382+30.8% | $80,856+31.6% |
| Participation rate | 100.0% | 63.9%+36.1pp | 69.5%+30.5pp | 67.6%+32.4pp |
| Annual return | 17.36% | 16.34%+1.0pp | 24.73%-7.4pp | 35.59%-18.2pp |
| Employer contribution / active EE | $3,778 | $1,978+91.0% | $2,463+53.4% | $2,755+37.2% |
| Participant deferral / active EE | $3,956 | $3,094+27.9% | $3,883+1.9% | $4,296-7.9% |
| Admin fee / account holder | $12,264 | $5,671+116.3% | $5,768+112.6% | $6,918+77.3% |