Filed April 17, 2026
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.)
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $81,776 | $80,968+1.0% | $96,544-15.3% | $75,163+8.8% |
| Participation rate | 87.9% | 71.8%+16.1pp | 76.0%+11.9pp | 67.2%+20.7pp |
| Annual return | 18.91% | 27.06%-8.1pp | 25.84%-6.9pp | 160.62%-141.7pp |
| Employer contribution / active EE | $6,265 | $2,282+174.6% | $2,965+111.3% | $2,670+134.7% |
| Participant deferral / active EE | $10,440 | $3,928+165.8% | $4,851+115.2% | $4,125+153.1% |
| Admin fee / account holder | $4,500 | $6,724-33.1% | $8,252-45.5% | $5,651-20.4% |