Filed January 6, 2026 (most recent of 4 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.
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 | $71,042 | $100,041-29.0% | $149,718-52.5% | $70,131+1.3% |
| Participation rate | 98.0% | 83.6%+14.4pp | 87.1%+10.9pp | 69.5%+28.5pp |
| Annual return | 13.66% | 27.43%-13.8pp | 1501.63%-1488.0pp | 73.14%-59.5pp |
| Employer contribution / active EE | $4,457 | $3,662+21.7% | $5,445-18.2% | $2,342+90.3% |
| Participant deferral / active EE | $1,159 | $4,983-76.7% | $6,569-82.4% | $3,332-65.2% |
| Admin fee / account holder | $16,136 | $8,286+94.7% | $11,283+43.0% | $4,645+247.3% |