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.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $302,530 | $138,347+118.7% | $184,203+64.2% | $80,856+274.2% |
| Participation rate | 87.8% | 83.9%+3.9pp | 86.8%+1.0pp | 67.6%+20.2pp |
| Annual return | 17.20% | 20.02%-2.8pp | 28.81%-11.6pp | 35.59%-18.4pp |
| Employer contribution / active EE | $6,016 | $4,850+24.0% | $6,427-6.4% | $2,755+118.4% |
| Participant deferral / active EE | $5,310 | $7,071-24.9% | $9,131-41.8% | $4,296+23.6% |
| Admin fee / account holder | $33,068 | $10,483+215.4% | $13,901+137.9% | $6,918+378.0% |