Filed July 14, 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.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $76,865 | $100,041-23.2% | $149,718-48.7% | $70,131+9.6% |
| Participation rate | 66.3% | 83.6%-17.3pp | 87.1%-20.8pp | 69.5%-3.2pp |
| Annual return | 15.90% | 27.43%-11.5pp | 1501.63%-1485.7pp | 73.14%-57.2pp |
| Employer contribution / active EE | $1,088 | $3,662-70.3% | $5,445-80.0% | $2,342-53.5% |
| Participant deferral / active EE | $2,546 | $4,983-48.9% | $6,569-61.2% | $3,332-23.6% |
| Admin fee / account holder | $10,120 | $8,286+22.1% | $11,283-10.3% | $4,645+117.9% |