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 | $146,607 | $65,409+124.1% | $98,442+48.9% | $85,850+70.8% |
| Participation rate | 96.3% | 65.0%+31.3pp | 73.3%+23.0pp | 69.3%+27.0pp |
| Annual return | 14.80% | 21.76%-7.0pp | 1492.73%-1477.9pp | 318.53%-303.7pp |
| Employer contribution / active EE | $5,723 | $2,168+164.0% | $2,960+93.4% | $2,565+123.1% |
| Participant deferral / active EE | $8,525 | $3,166+169.2% | $4,276+99.3% | $3,952+115.7% |
| Admin fee / account holder | $25,558 | $4,593+456.5% | $5,949+329.6% | $6,260+308.3% |