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 | $325,787 | $148,978+118.7% | $200,582+62.4% | $84,808+284.1% |
| Participation rate | 86.9% | 84.2%+2.7pp | 86.9%0pp | 68.3%+18.6pp |
| Annual return | 15.83% | 28.16%-12.3pp | 42.33%-26.5pp | 40.90%-25.1pp |
| Employer contribution / active EE | $6,398 | $4,815+32.9% | $6,419-0.3% | $2,631+143.2% |
| Participant deferral / active EE | $5,576 | $7,142-21.9% | $9,331-40.2% | $4,212+32.4% |
| Admin fee / account holder | $33,606 | $13,977+140.4% | $16,305+106.1% | $7,344+357.6% |