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 | $113,527 | $58,208+95.0% | $81,812+38.8% | $80,856+40.4% |
| Participation rate | 52.9% | 63.4%-10.6pp | 72.3%-19.5pp | 67.6%-14.8pp |
| Annual return | 13.77% | 41.66%-27.9pp | 773.79%-760.0pp | 35.59%-21.8pp |
| Employer contribution / active EE | $0 | $2,340-100.0% | $2,912-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $5,009 | $3,281+52.7% | $4,319+16.0% | $4,296+16.6% |
| Admin fee / account holder | $6,127 | $4,981+23.0% | $7,386-17.0% | $6,918-11.4% |