Filed January 19, 2026 (most recent of 3 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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,417 | $136,307-71.8% | $177,821-78.4% | $73,488-47.7% |
| Participation rate | 70.3% | 86.1%-15.8pp | 87.7%-17.4pp | 70.7%-0.4pp |
| Annual return | 12.17% | 18.68%-6.5pp | 48.32%-36.2pp | 28.51%-16.3pp |
| Employer contribution / active EE | $1,265 | $3,712-65.9% | $5,918-78.6% | $2,270-44.3% |
| Participant deferral / active EE | $2,153 | $5,829-63.1% | $7,714-72.1% | $3,740-42.4% |
| Admin fee / account holder | $1,842 | $596+209.3% | $12,427-85.2% | $513+259.1% |