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 | $81,947 | $125,758-34.8% | $169,993-51.8% | $75,163+9.0% |
| Participation rate | 100.0% | 83.6%+16.4pp | 87.0%+13.0pp | 67.2%+32.8pp |
| Annual return | 17.24% | 27.20%-10.0pp | 53.37%-36.1pp | 160.62%-143.4pp |
| Employer contribution / active EE | $2,368 | $4,615-48.7% | $6,785-65.1% | $2,670-11.3% |
| Participant deferral / active EE | $7,850 | $6,837+14.8% | $10,408-24.6% | $4,125+90.3% |
| Admin fee / account holder | $7,267 | $8,173-11.1% | $12,815-43.3% | $5,651+28.6% |