Filed September 23, 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 | $110,353 | $70,908+55.6% | $98,907+11.6% | $73,488+50.2% |
| Participation rate | 93.6% | 73.8%+19.9pp | 76.0%+17.6pp | 70.7%+23.0pp |
| Annual return | 12.23% | 34.17%-21.9pp | 196.43%-184.2pp | 28.51%-16.3pp |
| Employer contribution / active EE | $1,507 | $2,036-26.0% | $2,689-43.9% | $2,270-33.6% |
| Participant deferral / active EE | $4,708 | $3,500+34.5% | $4,244+10.9% | $3,740+25.9% |
| Admin fee / account holder | $1,431 | $535+167.5% | $6,642-78.5% | $513+178.9% |