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 | $158,007 | $65,409+141.6% | $98,442+60.5% | $85,850+84.1% |
| Participation rate | 100.0% | 65.0%+35.0pp | 73.3%+26.7pp | 69.3%+30.7pp |
| Annual return | 21.18% | 21.76%-0.6pp | 1492.73%-1471.5pp | 318.53%-297.4pp |
| Employer contribution / active EE | $6,530 | $2,168+201.2% | $2,960+120.6% | $2,565+154.6% |
| Participant deferral / active EE | $8,911 | $3,166+181.4% | $4,276+108.4% | $3,952+125.5% |
| Admin fee / account holder | $7,620 | $4,593+65.9% | $5,949+28.1% | $6,260+21.7% |