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 | $384,839 | $83,902+358.7% | $167,512+129.7% | $84,808+353.8% |
| Participation rate | 100.0% | 66.5%+33.5pp | 77.1%+22.9pp | 68.3%+31.7pp |
| Annual return | 18.69% | 91.55%-72.9pp | 1615.79%-1597.1pp | 40.90%-22.2pp |
| Employer contribution / active EE | $15,108 | $2,264+567.4% | $3,882+289.2% | $2,631+474.2% |
| Participant deferral / active EE | $10,926 | $4,442+145.9% | $6,405+70.6% | $4,212+159.4% |
| Admin fee / account holder | $7,494 | $7,915-5.3% | $9,769-23.3% | $7,344+2.0% |