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 | $321,971 | $77,314+316.4% | $177,989+80.9% | $80,856+298.2% |
| Participation rate | 100.0% | 65.7%+34.3pp | 77.1%+22.9pp | 67.6%+32.4pp |
| Annual return | 16.70% | 18.09%-1.4pp | 294.48%-277.8pp | 35.59%-18.9pp |
| Employer contribution / active EE | $16,281 | $2,292+610.3% | $3,949+312.3% | $2,755+491.0% |
| Participant deferral / active EE | $12,105 | $4,411+174.5% | $6,276+92.9% | $4,296+181.8% |
| Admin fee / account holder | $21,111 | $7,191+193.6% | $10,363+103.7% | $6,918+205.2% |