Filed October 8, 2025 (most recent of 2 filings on file)
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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $225,005 | $88,710+153.6% | $81,783+175.1% | $145,959+54.2% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 7.81% | 1027.26%-1019.4pp | 775.05%-767.2pp | 561.95%-554.1pp |
| Employer contribution / active EE | $19,273 | $3,083+525.1% | $2,913+561.7% | $4,661+313.5% |
| Participant deferral / active EE | $16,224 | $4,645+249.3% | $4,320+275.5% | $6,689+142.6% |
| Admin fee / account holder | $2,304 | $8,407-72.6% | $7,380-68.8% | $13,398-82.8% |