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 | $350,072 | $244,991+42.9% | $106,213+229.6% | $106,382+229.1% |
| Participation rate | 91.4% | 88.4%+3.0pp | 75.3%+16.1pp | 69.9%+21.5pp |
| Annual return | 17.91% | 13.48%+4.4pp | 116.14%-98.2pp | 17.37%+0.5pp |
| Employer contribution / active EE | $16,866 | $8,816+91.3% | $3,171+431.8% | $3,364+401.4% |
| Participant deferral / active EE | $18,429 | $11,442+61.1% | $5,016+267.4% | $5,569+231.0% |
| Admin fee / account holder | $0 | $88-100.0% | $11,033-100.0% | $79-100.0% |