Filed February 5, 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 | $152,107 | $177,572-14.3% | $154,803-1.7% | $142,382+6.8% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 14.72% | 65.07%-50.3pp | 58.88%-44.2pp | 217.08%-202.4pp |
| Employer contribution / active EE | $23,269 | $4,810+383.7% | $4,305+440.5% | $4,299+441.2% |
| Participant deferral / active EE | $16,999 | $6,272+171.1% | $5,540+206.8% | $6,507+161.2% |
| Admin fee / account holder | $83,267 | $16,786+396.1% | $14,329+481.1% | $12,624+559.6% |