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 | $338,935 | $201,404+68.3% | $93,606+262.1% | $89,569+278.4% |
| Participation rate | 87.3% | 87.5%-0.2pp | 75.8%+11.5pp | 69.6%+17.7pp |
| Annual return | 27.56% | 23.05%+4.5pp | 32.76%-5.2pp | 34.56%-7.0pp |
| Employer contribution / active EE | $14,212 | $6,528+117.7% | $2,718+422.9% | $2,584+449.9% |
| Participant deferral / active EE | $15,243 | $9,208+65.5% | $4,069+274.6% | $4,220+261.2% |
| Admin fee / account holder | $0 | $89-100.0% | $7,888-100.0% | $72-100.0% |