Filed July 10, 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.
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 | $38,928 | $183,963-78.8% | $162,163-76.0% | $152,861-74.5% |
| Participation rate | 76.2% | 88.5%-12.3pp | 87.6%-11.4pp | 82.4%-6.3pp |
| Annual return | 16.70% | 150.76%-134.1pp | 115.59%-98.9pp | 345.32%-328.6pp |
| Employer contribution / active EE | $1,786 | $6,371-72.0% | $5,614-68.2% | $4,762-62.5% |
| Participant deferral / active EE | $2,152 | $8,034-73.2% | $7,298-70.5% | $5,850-63.2% |
| Admin fee / account holder | $9,874 | $13,121-24.7% | $10,843-8.9% | $11,596-14.9% |