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.
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 | $89,275 | $123,793-27.9% | $177,821-49.8% | $79,858+11.8% |
| Participation rate | 100.0% | 84.7%+15.3pp | 87.7%+12.3pp | 69.6%+30.4pp |
| Annual return | 11.84% | 22.82%-11.0pp | 48.32%-36.5pp | 31.71%-19.9pp |
| Employer contribution / active EE | $4,337 | $4,095+5.9% | $5,918-26.7% | $2,471+75.5% |
| Participant deferral / active EE | $2,891 | $5,956-51.5% | $7,714-62.5% | $3,740-22.7% |
| Admin fee / account holder | $915 | $7,243-87.4% | $12,427-92.6% | $5,306-82.8% |