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 | $76,778 | $109,359-29.8% | $162,163-52.7% | $72,985+5.2% |
| Participation rate | 100.0% | 84.3%+15.7pp | 87.6%+12.4pp | 69.5%+30.5pp |
| Annual return | 19.53% | 25.46%-5.9pp | 115.59%-96.1pp | 81.00%-61.5pp |
| Employer contribution / active EE | $3,883 | $3,907-0.6% | $5,614-30.8% | $2,440+59.2% |
| Participant deferral / active EE | $2,448 | $5,481-55.3% | $7,298-66.5% | $3,607-32.1% |
| Admin fee / account holder | $3,968 | $7,972-50.2% | $10,843-63.4% | $5,124-22.6% |