Filed July 10, 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.
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.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $122,365 | $138,347-11.6% | $184,203-33.6% | $80,856+51.3% |
| Participation rate | 83.3% | 83.9%-0.5pp | 86.8%-3.5pp | 67.6%+15.7pp |
| Annual return | 10.65% | 20.02%-9.4pp | 28.81%-18.2pp | 35.59%-24.9pp |
| Employer contribution / active EE | $2,473 | $4,850-49.0% | $6,427-61.5% | $2,755-10.2% |
| Participant deferral / active EE | $4,146 | $7,071-41.4% | $9,131-54.6% | $4,296-3.5% |
| Admin fee / account holder | $12,596 | $10,483+20.1% | $13,901-9.4% | $6,918+82.1% |