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 | $180,240 | $73,933+143.8% | $96,683+86.4% | $75,163+139.8% |
| Participation rate | 100.0% | 66.4%+33.6pp | 74.3%+25.7pp | 67.2%+32.8pp |
| Annual return | 6.53% | 26.70%-20.2pp | 35.69%-29.2pp | 160.62%-154.1pp |
| Employer contribution / active EE | $3,081 | $2,928+5.2% | $3,737-17.6% | $2,670+15.4% |
| Participant deferral / active EE | $5,960 | $3,659+62.9% | $4,878+22.2% | $4,125+44.5% |
| Admin fee / account holder | $17,017 | $5,216+226.2% | $6,730+152.9% | $5,651+201.1% |