Filed September 21, 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.
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $648,143 | $102,966+529.5% | $90,281+617.9% | $152,861+324.0% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.4%+17.6pp |
| Annual return | 22.58% | 95.16%-72.6pp | 78.10%-55.5pp | 345.32%-322.7pp |
| Employer contribution / active EE | $7,287 | $3,139+132.2% | $2,854+155.3% | $4,762+53.0% |
| Participant deferral / active EE | $12,273 | $4,281+186.6% | $3,885+215.9% | $5,850+109.8% |
| Admin fee / account holder | $0 | $6,171-100.0% | $5,351-100.0% | $11,596-100.0% |