Filed January 9, 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 | $134,177 | $148,978-9.9% | $200,582-33.1% | $84,808+58.2% |
| Participation rate | 100.0% | 84.2%+15.8pp | 86.9%+13.1pp | 68.3%+31.7pp |
| Annual return | 21.12% | 28.16%-7.0pp | 42.33%-21.2pp | 40.90%-19.8pp |
| Employer contribution / active EE | $3,432 | $4,815-28.7% | $6,419-46.5% | $2,631+30.4% |
| Participant deferral / active EE | $6,375 | $7,142-10.7% | $9,331-31.7% | $4,212+51.4% |
| Admin fee / account holder | $21,330 | $13,977+52.6% | $16,305+30.8% | $7,344+190.4% |