Filed May 6, 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.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $270,609 | $71,883+276.5% | $86,677+212.2% | $68,494+295.1% |
| Participation rate | 92.7% | 72.2%+20.4pp | 76.6%+16.1pp | 67.9%+24.8pp |
| Annual return | -17.74% | 3.52%-21.3pp | 35.91%-53.6pp | -7.84%-9.9pp |
| Employer contribution / active EE | $5,839 | $2,173+168.7% | $2,836+105.9% | $2,596+124.9% |
| Participant deferral / active EE | $7,543 | $3,779+99.6% | $4,656+62.0% | $4,027+87.3% |
| Admin fee / account holder | $11,978 | $6,112+96.0% | $7,493+59.9% | $5,403+121.7% |