Filed September 18, 2025
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.)
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,315 | $34,308+32.1% | $74,701-39.3% | $72,985-37.9% |
| Participation rate | 98.2% | 42.4%+55.8pp | 54.5%+43.8pp | 69.5%+28.8pp |
| Annual return | 22.33% | 26.58%-4.2pp | 752.92%-730.6pp | 81.00%-58.7pp |
| Employer contribution / active EE | $3,878 | $692+460.6% | $1,084+257.8% | $2,440+58.9% |
| Participant deferral / active EE | $5,450 | $1,271+328.7% | $1,964+177.6% | $3,607+51.1% |
| Admin fee / account holder | $3,131 | $2,124+47.4% | $3,333-6.1% | $5,124-38.9% |