Filed September 30, 2025 (most recent of 3 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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $124,987 | $60,124+107.9% | $90,404+38.3% | $79,858+56.5% |
| Participation rate | 100.0% | 65.0%+35.0pp | 72.7%+27.3pp | 69.6%+30.4pp |
| Annual return | 15.05% | 71.94%-56.9pp | 1293.02%-1278.0pp | 31.71%-16.7pp |
| Employer contribution / active EE | $5,695 | $2,068+175.4% | $3,262+74.6% | $2,471+130.5% |
| Participant deferral / active EE | $7,666 | $2,938+160.9% | $3,963+93.4% | $3,740+105.0% |
| Admin fee / account holder | $14,366 | $3,976+261.3% | $5,611+156.0% | $5,306+170.7% |