Filed December 24, 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 9-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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $86,411 | $71,142+21.5% | $119,609-27.8% | $64,808+33.3% |
| Participation rate | 98.2% | 78.6%+19.6pp | 79.3%+19.0pp | 71.5%+26.8pp |
| Annual return | 31.49% | -10.01%+41.5pp | -14.97%+46.5pp | 32.82%-1.3pp |
| Employer contribution / active EE | $6,162 | $2,497+146.7% | $4,232+45.6% | $2,506+145.9% |
| Participant deferral / active EE | $0 | $4,490-100.0% | $5,602-100.0% | $4,310-100.0% |
| Admin fee / account holder | $0 | $162-100.0% | $10,323-100.0% | $188-100.0% |