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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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.
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $294,575 | $89,753+228.2% | $107,525+174.0% | $84,808+247.3% |
| Participation rate | 100.0% | 68.1%+31.9pp | 75.1%+24.9pp | 68.3%+31.7pp |
| Annual return | 0.49% | 29.48%-29.0pp | 181.32%-180.8pp | 40.90%-40.4pp |
| Employer contribution / active EE | $357 | $3,113-88.5% | $3,754-90.5% | $2,631-86.4% |
| Participant deferral / active EE | $1,186 | $4,056-70.8% | $5,116-76.8% | $4,212-71.8% |
| Admin fee / account holder | $529 | $7,222-92.7% | $8,919-94.1% | $7,344-92.8% |