Filed June 18, 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 | $116,203 | $65,365+77.8% | $92,893+25.1% | $72,985+59.2% |
| Participation rate | 97.5% | 68.3%+29.2pp | 76.0%+21.5pp | 69.5%+28.0pp |
| Annual return | 26.80% | 42.10%-15.3pp | 109.41%-82.6pp | 81.00%-54.2pp |
| Employer contribution / active EE | $7,946 | $2,594+206.3% | $3,653+117.5% | $2,440+225.7% |
| Participant deferral / active EE | $8,746 | $3,128+179.6% | $4,236+106.5% | $3,607+142.5% |
| Admin fee / account holder | $3,391 | $4,251-20.2% | $5,794-41.5% | $5,124-33.8% |