Filed January 27, 2026 (most recent of 3 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.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $156,083 | $72,277+116.0% | $101,248+54.2% | $79,858+95.5% |
| Participation rate | 100.0% | 68.5%+31.5pp | 75.8%+24.2pp | 69.6%+30.4pp |
| Annual return | -25.42% | 22.30%-47.7pp | 46.47%-71.9pp | 31.71%-57.1pp |
| Employer contribution / active EE | $4,378 | $2,692+62.7% | $3,660+19.6% | $2,471+77.2% |
| Participant deferral / active EE | $5,808 | $3,282+77.0% | $4,370+32.9% | $3,740+55.3% |
| Admin fee / account holder | $5,490 | $4,400+24.8% | $5,945-7.7% | $5,306+3.5% |