Filed June 24, 2025 (most recent of 4 filings on file)
Total covered: 1,542 employees
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.
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $298,055 | $187,373+59.1% | $91,001+227.5% | $80,976+268.1% |
| Participation rate | 87.5% | 87.5%0pp | 75.6%+11.9pp | 68.3%+19.2pp |
| Annual return | 16.90% | 16.95%0pp | 4.60%+12.3pp | 22.91%-6.0pp |
| Employer contribution / active EE | $13,561 | $5,838+132.3% | $2,456+452.2% | $2,402+464.5% |
| Participant deferral / active EE | $14,345 | $8,375+71.3% | $3,547+304.4% | $3,848+272.8% |
| Admin fee / account holder | $0 | $91-100.0% | $5,417-100.0% | $67-100.0% |