Filed May 19, 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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $95,386 | $54,762+74.2% | $90,281+5.7% | $72,985+30.7% |
| Participation rate | 100.0% | 65.1%+34.9pp | 73.3%+26.7pp | 69.5%+30.5pp |
| Annual return | 21.32% | 30.63%-9.3pp | 78.10%-56.8pp | 81.00%-59.7pp |
| Employer contribution / active EE | $5,329 | $2,092+154.7% | $2,854+86.7% | $2,440+118.4% |
| Participant deferral / active EE | $8,024 | $2,887+177.9% | $3,885+106.5% | $3,607+122.4% |
| Admin fee / account holder | $4,774 | $3,972+20.2% | $5,351-10.8% | $5,124-6.8% |