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 | $160,712 | $54,705+193.8% | $71,209+125.7% | $84,808+89.5% |
| Participation rate | 100.0% | 64.1%+35.9pp | 73.8%+26.2pp | 68.3%+31.7pp |
| Annual return | 26.50% | 35.90%-9.4pp | 282.51%-256.0pp | 40.90%-14.4pp |
| Employer contribution / active EE | $6,493 | $2,158+200.9% | $2,721+138.6% | $2,631+146.8% |
| Participant deferral / active EE | $12,148 | $3,030+300.9% | $4,175+191.0% | $4,212+188.4% |
| Admin fee / account holder | $9,091 | $4,863+86.9% | $5,349+70.0% | $7,344+23.8% |