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 | $364,012 | $79,523+357.7% | $140,016+160.0% | $56,287+546.7% |
| Participation rate | 98.0% | 85.7%+12.3pp | 87.5%+10.5pp | 69.9%+28.1pp |
| Annual return | 13.12% | 2.39%+10.7pp | 651.12%-638.0pp | -9.96%+23.1pp |
| Employer contribution / active EE | $5,737 | $3,350+71.2% | $5,606+2.3% | $2,111+171.8% |
| Participant deferral / active EE | $0 | $5,129-100.0% | $6,927-100.0% | $3,350-100.0% |
| Admin fee / account holder | $0 | $614-100.0% | $10,705-100.0% | $521-100.0% |