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 | $1,028,605 | $88,751+1059.0% | $81,812+1157.3% | $145,922+604.9% |
| Participation rate | 90.9% | 75.0%+15.9pp | 72.3%+18.6pp | 80.3%+10.6pp |
| Annual return | 13.20% | 1025.40%-1012.2pp | 773.79%-760.6pp | 561.29%-548.1pp |
| Employer contribution / active EE | $9,921 | $3,083+221.8% | $2,912+240.7% | $4,660+112.9% |
| Participant deferral / active EE | $15,872 | $4,643+241.8% | $4,319+267.5% | $6,688+137.3% |
| Admin fee / account holder | $33,306 | $8,415+295.8% | $7,386+350.9% | $13,397+148.6% |