Filed January 30, 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 | $133,117 | $63,346+110.1% | $92,233+44.3% | $70,131+89.8% |
| Participation rate | 55.1% | 68.7%-13.6pp | 76.5%-21.4pp | 69.5%-14.4pp |
| Annual return | 17.38% | 530.12%-512.7pp | 176.28%-158.9pp | 73.14%-55.8pp |
| Employer contribution / active EE | $1,931 | $2,471-21.9% | $3,679-47.5% | $2,342-17.6% |
| Participant deferral / active EE | $4,875 | $2,854+70.8% | $3,897+25.1% | $3,332+46.3% |
| Admin fee / account holder | $2,105 | $3,840-45.2% | $5,194-59.5% | $4,645-54.7% |