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 | $114,115 | $77,634+47.0% | $156,549-27.1% | $62,891+81.4% |
| Participation rate | 90.5% | 71.2%+19.3pp | 84.0%+6.5pp | 69.3%+21.2pp |
| Annual return | 5.22% | 50.32%-45.1pp | 32.23%-27.0pp | 20.14%-14.9pp |
| Employer contribution / active EE | $8,101 | $3,444+135.2% | $5,501+47.3% | $2,281+255.2% |
| Participant deferral / active EE | $10,735 | $3,045+252.5% | $4,871+120.4% | $3,203+235.2% |
| Admin fee / account holder | $12,794 | $5,561+130.1% | $13,027-1.8% | $4,296+197.8% |