Filed March 12, 2026 (most recent of 2 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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $240,890 | $123,793+94.6% | $177,821+35.5% | $79,858+201.6% |
| Participation rate | 90.5% | 84.7%+5.8pp | 87.7%+2.8pp | 69.6%+20.8pp |
| Annual return | 18.94% | 22.82%-3.9pp | 48.32%-29.4pp | 31.71%-12.8pp |
| Employer contribution / active EE | $5,724 | $4,095+39.8% | $5,918-3.3% | $2,471+131.7% |
| Participant deferral / active EE | $5,216 | $5,956-12.4% | $7,714-32.4% | $3,740+39.5% |
| Admin fee / account holder | $3,027 | $7,243-58.2% | $12,427-75.6% | $5,306-43.0% |