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 | $208,323 | $88,751+134.7% | $81,812+154.6% | $145,922+42.8% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 12.24% | 1025.40%-1013.2pp | 773.79%-761.5pp | 561.29%-549.0pp |
| Employer contribution / active EE | $8,876 | $3,083+187.9% | $2,912+204.8% | $4,660+90.5% |
| Participant deferral / active EE | $12,643 | $4,643+172.3% | $4,319+192.8% | $6,688+89.1% |
| Admin fee / account holder | $12,900 | $8,415+53.3% | $7,386+74.7% | $13,397-3.7% |