Filed April 30, 2026
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 8-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.
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $282,991 | $106,236+166.4% | $112,228+152.2% | $64,808+336.7% |
| Participation rate | 96.8% | 71.7%+25.2pp | 75.1%+21.8pp | 71.5%+25.4pp |
| Annual return | 23.34% | -6.02%+29.4pp | 27.45%-4.1pp | 32.82%-9.5pp |
| Employer contribution / active EE | $17,960 | $3,166+467.2% | $3,635+394.1% | $2,506+616.7% |
| Participant deferral / active EE | $0 | $3,785-100.0% | $4,728-100.0% | $4,310-100.0% |
| Admin fee / account holder | $0 | $452-100.0% | $6,410-100.0% | $188-100.0% |