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 | $115,586 | $82,664+39.8% | $125,339-7.8% | $68,494+68.8% |
| Participation rate | 100.0% | 75.0%+25.0pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -17.93% | -5.97%-12.0pp | 572.05%-590.0pp | -7.84%-10.1pp |
| Employer contribution / active EE | $5,128 | $3,381+51.7% | $4,814+6.5% | $2,596+97.5% |
| Participant deferral / active EE | $9,335 | $6,110+52.8% | $7,446+25.4% | $4,027+131.8% |
| Admin fee / account holder | $1,553 | $6,275-75.3% | $10,010-84.5% | $5,403-71.3% |