Filed February 23, 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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $126,059 | $98,750+27.7% | $149,696-15.8% | $79,858+57.9% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.6%+30.4pp |
| Annual return | 16.50% | 27.43%-10.9pp | 276.60%-260.1pp | 31.71%-15.2pp |
| Employer contribution / active EE | $3,546 | $3,216+10.2% | $4,644-23.6% | $2,471+43.5% |
| Participant deferral / active EE | $8,552 | $5,680+50.6% | $6,842+25.0% | $3,740+128.7% |
| Admin fee / account holder | $21,631 | $6,053+257.4% | $9,309+132.4% | $5,306+307.6% |