Filed November 18, 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.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $89,393 | $57,281+56.1% | $86,612+3.2% | $75,163+18.9% |
| Participation rate | 56.1% | 63.2%-7.1pp | 71.7%-15.6pp | 67.2%-11.1pp |
| Annual return | 17.62% | 2670.75%-2653.1pp | 591.07%-573.5pp | 160.62%-143.0pp |
| Employer contribution / active EE | $0 | $2,314-100.0% | $3,022-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $4,959 | $3,318+49.5% | $4,438+11.7% | $4,125+20.2% |
| Admin fee / account holder | $9,031 | $4,112+119.6% | $5,614+60.9% | $5,651+59.8% |