Filed September 15, 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.
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $284,978 | $82,917+243.7% | $103,333+175.8% | $77,643+267.0% |
| Participation rate | 93.6% | 71.6%+22.0pp | 74.5%+19.1pp | 70.6%+23.0pp |
| Annual return | 89.04% | 19.13%+69.9pp | 24.88%+64.2pp | 31.24%+57.8pp |
| Employer contribution / active EE | $7,837 | $3,552+120.7% | $3,868+102.6% | $2,726+187.5% |
| Participant deferral / active EE | $0 | $4,108-100.0% | $5,057-100.0% | $4,647-100.0% |
| Admin fee / account holder | $0 | $638-100.0% | $8,355-100.0% | $430-100.0% |