Filed January 15, 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 | $156,908 | $62,672+150.4% | $185,117-15.2% | $70,131+123.7% |
| Participation rate | 100.0% | 63.8%+36.2pp | 77.3%+22.7pp | 69.5%+30.5pp |
| Annual return | 21.06% | 40.79%-19.7pp | 40.50%-19.4pp | 73.14%-52.1pp |
| Employer contribution / active EE | $12,941 | $1,753+638.2% | $4,182+209.5% | $2,342+452.5% |
| Participant deferral / active EE | $9,007 | $3,272+175.3% | $5,045+78.5% | $3,332+170.3% |
| Admin fee / account holder | $3,232 | $3,932-17.8% | $8,159-60.4% | $4,645-30.4% |