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.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $272,862 | $70,669+286.1% | $169,368+61.1% | $75,163+263.0% |
| Participation rate | 100.0% | 64.8%+35.2pp | 77.1%+22.9pp | 67.2%+32.8pp |
| Annual return | 21.78% | 36.36%-14.6pp | 405.60%-383.8pp | 160.62%-138.8pp |
| Employer contribution / active EE | $13,577 | $2,211+514.1% | $4,013+238.3% | $2,670+408.5% |
| Participant deferral / active EE | $11,192 | $4,311+159.6% | $6,221+79.9% | $4,125+171.3% |
| Admin fee / account holder | $1,588 | $5,402-70.6% | $9,003-82.4% | $5,651-71.9% |