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.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $269,055 | $90,503+197.3% | $78,689+241.9% | $273,961-1.8% |
| Participation rate | 94.1% | 76.5%+17.6pp | 73.6%+20.6pp | 83.0%+11.1pp |
| Annual return | 5.62% | 75.60%-70.0pp | 62.18%-56.6pp | 41.45%-35.8pp |
| Employer contribution / active EE | $10,441 | $3,176+228.8% | $2,851+266.3% | $4,869+114.4% |
| Participant deferral / active EE | $12,243 | $3,901+213.8% | $3,517+248.1% | $5,287+131.6% |
| Admin fee / account holder | $22,327 | $5,263+324.2% | $4,510+395.0% | $10,132+120.4% |