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 | $138,058 | $60,124+129.6% | $90,404+52.7% | $79,858+72.9% |
| Participation rate | 90.0% | 65.0%+25.0pp | 72.7%+17.3pp | 69.6%+20.4pp |
| Annual return | 22.05% | 71.94%-49.9pp | 1293.02%-1271.0pp | 31.71%-9.7pp |
| Employer contribution / active EE | $4,710 | $2,068+127.8% | $3,262+44.4% | $2,471+90.6% |
| Participant deferral / active EE | $7,365 | $2,938+150.7% | $3,963+85.8% | $3,740+96.9% |
| Admin fee / account holder | $9,346 | $3,976+135.0% | $5,611+66.6% | $5,306+76.1% |