Filed March 10, 2026
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.
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $341,108 | $89,739+280.1% | $149,718+127.8% | $62,292+447.6% |
| Participation rate | 99.3% | 85.1%+14.2pp | 87.1%+12.2pp | 69.5%+29.8pp |
| Annual return | 23.91% | 21.01%+2.9pp | 1501.63%-1477.7pp | 28.90%-5.0pp |
| Employer contribution / active EE | $5,669 | $3,233+75.4% | $5,445+4.1% | $2,042+177.6% |
| Participant deferral / active EE | $0 | $4,797-100.0% | $6,569-100.0% | $3,169-100.0% |
| Admin fee / account holder | $3 | $551-99.4% | $11,283-100.0% | $479-99.3% |