Filed March 10, 2025 (most recent of 6 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.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $304,822 | $82,664+268.7% | $125,339+143.2% | $68,494+345.0% |
| Participation rate | 82.5% | 75.0%+7.4pp | 82.4%+0.1pp | 67.9%+14.6pp |
| Annual return | -13.76% | -5.97%-7.8pp | 572.05%-585.8pp | -7.84%-5.9pp |
| Employer contribution / active EE | $4,224 | $3,381+24.9% | $4,814-12.2% | $2,596+62.7% |
| Participant deferral / active EE | $11,076 | $6,110+81.3% | $7,446+48.7% | $4,027+175.0% |
| Admin fee / account holder | $44,147 | $6,275+603.5% | $10,010+341.1% | $5,403+717.1% |