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 | $146,267-8.3% | $197,124-31.9% | $82,448+62.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 86.7%+13.3pp | 68.1%+31.9pp |
| Annual return | 21.12% | 29.61%-8.5pp | 44.34%-23.2pp | 41.64%-20.5pp |
| Employer contribution / active EE | $3,432 | $4,723-27.3% | $6,227-44.9% | $2,551+34.5% |
| Participant deferral / active EE | $6,375 | $7,035-9.4% | $9,135-30.2% | $4,139+54.0% |
| Admin fee / account holder | $21,330 | $14,422+47.9% | $16,298+30.9% | $7,234+194.8% |