Filed April 1, 2026 (most recent of 4 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 | $180,356 | $109,881+64.1% | $150,045+20.2% | $84,808+112.7% |
| Participation rate | 89.1% | 76.1%+13.0pp | 82.3%+6.8pp | 68.3%+20.8pp |
| Annual return | 11.60% | 28.25%-16.6pp | 62.55%-50.9pp | 40.90%-29.3pp |
| Employer contribution / active EE | $3,217 | $3,561-9.7% | $4,693-31.5% | $2,631+22.3% |
| Participant deferral / active EE | $9,976 | $6,636+50.3% | $7,997+24.7% | $4,212+136.9% |
| Admin fee / account holder | $5,479 | $8,568-36.1% | $13,435-59.2% | $7,344-25.4% |