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 | $310,416 | $92,971+233.9% | $96,683+221.1% | $74,419+317.1% |
| Participation rate | 93.9% | 71.5%+22.3pp | 74.3%+19.5pp | 70.7%+23.1pp |
| Annual return | 24.01% | 37.49%-13.5pp | 35.69%-11.7pp | 34.38%-10.4pp |
| Employer contribution / active EE | $19,911 | $3,426+481.2% | $3,737+432.8% | $2,637+655.0% |
| Participant deferral / active EE | $0 | $3,970-100.0% | $4,878-100.0% | $4,528-100.0% |
| Admin fee / account holder | $0 | $633-100.0% | $6,730-100.0% | $348-100.0% |