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 | $119,885 | $68,719+74.5% | $91,541+31.0% | $84,808+41.4% |
| Participation rate | 100.0% | 64.5%+35.5pp | 69.8%+30.2pp | 68.3%+31.7pp |
| Annual return | 11.63% | 19.12%-7.5pp | 20.50%-8.9pp | 40.90%-29.3pp |
| Employer contribution / active EE | $4,313 | $1,920+124.7% | $2,505+72.2% | $2,631+63.9% |
| Participant deferral / active EE | $4,631 | $3,136+47.7% | $4,008+15.5% | $4,212+10.0% |
| Admin fee / account holder | $6,386 | $5,786+10.4% | $6,956-8.2% | $7,344-13.0% |