Filed May 4, 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.
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 | $92,714 | $49,173+88.5% | $121,098-23.4% | $75,163+23.3% |
| Participation rate | 90.2% | 55.4%+34.8pp | 69.5%+20.7pp | 67.2%+23.0pp |
| Annual return | 15.64% | 55.99%-40.3pp | 985.75%-970.1pp | 160.62%-145.0pp |
| Employer contribution / active EE | $5,377 | $1,546+247.9% | $4,164+29.1% | $2,670+101.4% |
| Participant deferral / active EE | $5,517 | $2,628+110.0% | $4,080+35.2% | $4,125+33.7% |
| Admin fee / account holder | $3,076 | $3,942-22.0% | $5,644-45.5% | $5,651-45.6% |