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.
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 | $917,579 | $96,635+849.5% | $86,612+959.4% | $139,434+558.1% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 16.98% | 106.41%-89.4pp | 591.07%-574.1pp | 372.94%-356.0pp |
| Employer contribution / active EE | $11,537 | $3,263+253.6% | $3,022+281.7% | $4,751+142.8% |
| Participant deferral / active EE | $19,194 | $4,836+296.9% | $4,438+332.5% | $6,710+186.0% |
| Admin fee / account holder | $9,674 | $6,408+51.0% | $5,614+72.3% | $11,403-15.2% |