Filed July 10, 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.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $105,947 | $138,347-23.4% | $184,203-42.5% | $80,856+31.0% |
| Participation rate | 62.4% | 83.9%-21.5pp | 86.8%-24.5pp | 67.6%-5.3pp |
| Annual return | 16.10% | 20.02%-3.9pp | 28.81%-12.7pp | 35.59%-19.5pp |
| Employer contribution / active EE | $2,379 | $4,850-50.9% | $6,427-63.0% | $2,755-13.6% |
| Participant deferral / active EE | $4,417 | $7,071-37.5% | $9,131-51.6% | $4,296+2.8% |
| Admin fee / account holder | $30,179 | $10,483+187.9% | $13,901+117.1% | $6,918+336.2% |