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 | $310,798 | $102,317+203.8% | $146,958+111.5% | $80,856+284.4% |
| Participation rate | 85.2% | 75.8%+9.4pp | 82.2%+3.1pp | 67.6%+17.6pp |
| Annual return | 12.59% | 134.76%-122.2pp | 418.34%-405.7pp | 35.59%-23.0pp |
| Employer contribution / active EE | $4,112 | $3,713+10.7% | $4,933-16.7% | $2,755+49.2% |
| Participant deferral / active EE | $11,591 | $6,644+74.5% | $8,070+43.6% | $4,296+169.8% |
| Admin fee / account holder | $39,882 | $7,941+402.2% | $12,998+206.8% | $6,918+476.5% |