Filed March 23, 2026 (most recent of 2 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.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $136,374 | $109,881+24.1% | $150,045-9.1% | $84,808+60.8% |
| Participation rate | 100.0% | 76.1%+23.9pp | 82.3%+17.7pp | 68.3%+31.7pp |
| Annual return | 12.20% | 28.25%-16.0pp | 62.55%-50.4pp | 40.90%-28.7pp |
| Employer contribution / active EE | $3,538 | $3,561-0.6% | $4,693-24.6% | $2,631+34.5% |
| Participant deferral / active EE | $8,447 | $6,636+27.3% | $7,997+5.6% | $4,212+100.6% |
| Admin fee / account holder | $11,202 | $8,568+30.7% | $13,435-16.6% | $7,344+52.5% |