Filed May 11, 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.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,258 | $123,793-71.5% | $177,821-80.2% | $79,858-55.8% |
| Participation rate | 95.5% | 84.7%+10.8pp | 87.7%+7.7pp | 69.6%+25.8pp |
| Annual return | 15.36% | 22.82%-7.5pp | 48.32%-33.0pp | 31.71%-16.4pp |
| Employer contribution / active EE | $1,521 | $4,095-62.9% | $5,918-74.3% | $2,471-38.5% |
| Participant deferral / active EE | $3,457 | $5,956-42.0% | $7,714-55.2% | $3,740-7.6% |
| Admin fee / account holder | $666 | $7,243-90.8% | $12,427-94.6% | $5,306-87.5% |