Filed September 23, 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 | $397,186 | $83,902+373.4% | $167,512+137.1% | $84,808+368.3% |
| Participation rate | 91.1% | 66.5%+24.6pp | 77.1%+14.0pp | 68.3%+22.8pp |
| Annual return | 16.29% | 91.55%-75.3pp | 1615.79%-1599.5pp | 40.90%-24.6pp |
| Employer contribution / active EE | $21,168 | $2,264+835.0% | $3,882+445.3% | $2,631+704.6% |
| Participant deferral / active EE | $13,702 | $4,442+208.4% | $6,405+113.9% | $4,212+225.3% |
| Admin fee / account holder | $6,205 | $7,915-21.6% | $9,769-36.5% | $7,344-15.5% |