Filed August 25, 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 | $107,647 | $53,127+102.6% | $86,590+24.3% | $70,131+53.5% |
| Participation rate | 88.2% | 65.3%+22.9pp | 73.5%+14.7pp | 69.5%+18.7pp |
| Annual return | 34.41% | 27.66%+6.7pp | 964.84%-930.4pp | 73.14%-38.7pp |
| Employer contribution / active EE | $3,909 | $2,068+89.0% | $2,839+37.7% | $2,342+66.9% |
| Participant deferral / active EE | $5,309 | $2,696+97.0% | $3,609+47.1% | $3,332+59.4% |
| Admin fee / account holder | $22,252 | $3,585+520.6% | $4,906+353.6% | $4,645+379.0% |