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 | $356,268 | $239,209+48.9% | $106,548+234.4% | $106,520+234.5% |
| Participation rate | 91.1% | 89.6%+1.5pp | 76.1%+15.0pp | 71.3%+19.8pp |
| Annual return | 35.54% | 17.49%+18.1pp | 26.80%+8.7pp | 19.28%+16.3pp |
| Employer contribution / active EE | $2,999 | $6,641-54.8% | $2,819+6.4% | $2,840+5.6% |
| Participant deferral / active EE | $15,412 | $9,673+59.3% | $4,398+250.4% | $4,948+211.5% |
| Admin fee / account holder | $0 | $95-100.0% | $7,407-100.0% | $75-100.0% |