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 | $32,611 | $125,758-74.1% | $169,993-80.8% | $75,163-56.6% |
| Participation rate | 97.9% | 83.6%+14.3pp | 87.0%+10.9pp | 67.2%+30.7pp |
| Annual return | 20.47% | 27.20%-6.7pp | 53.37%-32.9pp | 160.62%-140.1pp |
| Employer contribution / active EE | $4,834 | $4,615+4.8% | $6,785-28.8% | $2,670+81.1% |
| Participant deferral / active EE | $4,733 | $6,837-30.8% | $10,408-54.5% | $4,125+14.7% |
| Admin fee / account holder | $1,545 | $8,173-81.1% | $12,815-87.9% | $5,651-72.7% |