Filed September 4, 2025
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.
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $339,537 | $69,515+388.4% | $86,874+290.8% | $85,850+295.5% |
| Participation rate | 98.8% | 66.3%+32.5pp | 71.6%+27.1pp | 69.3%+29.5pp |
| Annual return | 53.56% | 20.12%+33.4pp | 63.52%-10.0pp | 318.53%-265.0pp |
| Employer contribution / active EE | $9,887 | $1,880+425.8% | $2,495+296.2% | $2,565+285.4% |
| Participant deferral / active EE | $0 | $2,919-100.0% | $3,699-100.0% | $3,952-100.0% |
| Admin fee / account holder | $0 | $5,972-100.0% | $5,828-100.0% | $6,260-100.0% |