Filed October 2, 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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $240,511 | $63,745+277.3% | $98,442+144.3% | $79,386+203.0% |
| Participation rate | 99.0% | 69.9%+29.2pp | 73.3%+25.7pp | 70.7%+28.3pp |
| Annual return | 15.64% | 625.80%-610.2pp | 1492.73%-1477.1pp | 116.85%-101.2pp |
| Employer contribution / active EE | $5,518 | $2,557+115.8% | $2,960+86.4% | $2,427+127.3% |
| Participant deferral / active EE | $7,977 | $3,303+141.5% | $4,276+86.5% | $4,046+97.2% |
| Admin fee / account holder | $16 | $516-96.8% | $5,949-99.7% | $626-97.4% |