Filed August 3, 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.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $64,767 | $50,464+28.3% | $75,781-14.5% | $52,331+23.8% |
| Participation rate | 45.3% | 66.8%-21.5pp | 75.8%-30.5pp | 68.1%-22.8pp |
| Annual return | 4.53% | 1.03%+3.5pp | 9.68%-5.1pp | 4.54%0pp |
| Employer contribution / active EE | $2,315 | $1,988+16.4% | $3,323-30.3% | $1,882+23.0% |
| Participant deferral / active EE | $4,041 | $2,570+57.2% | $3,651+10.7% | $3,022+33.7% |
| Admin fee / account holder | $3,717 | $1,103+237.0% | $5,299-29.9% | $592+528.3% |