Filed August 26, 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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $176,436 | $54,705+222.5% | $71,209+147.8% | $84,808+108.0% |
| Participation rate | 73.3% | 64.1%+9.3pp | 73.8%-0.4pp | 68.3%+5.0pp |
| Annual return | 18.30% | 35.90%-17.6pp | 282.51%-264.2pp | 40.90%-22.6pp |
| Employer contribution / active EE | $8,607 | $2,158+298.9% | $2,721+216.3% | $2,631+227.2% |
| Participant deferral / active EE | $11,793 | $3,030+289.2% | $4,175+182.5% | $4,212+180.0% |
| Admin fee / account holder | $51,764 | $4,863+964.4% | $5,349+867.8% | $7,344+604.9% |