Filed May 27, 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 | $104,885 | $89,753+16.9% | $107,525-2.5% | $84,808+23.7% |
| Participation rate | 96.5% | 68.1%+28.4pp | 75.1%+21.4pp | 68.3%+28.2pp |
| Annual return | 18.85% | 29.48%-10.6pp | 181.32%-162.5pp | 40.90%-22.0pp |
| Employer contribution / active EE | $6,910 | $3,113+121.9% | $3,754+84.1% | $2,631+162.6% |
| Participant deferral / active EE | $8,372 | $4,056+106.4% | $5,116+63.7% | $4,212+98.8% |
| Admin fee / account holder | $4,394 | $7,222-39.2% | $8,919-50.7% | $7,344-40.2% |