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.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $373,725 | $62,127+501.6% | $81,382+359.2% | $74,495+401.7% |
| Participation rate | 99.1% | 64.0%+35.0pp | 69.5%+29.6pp | 67.2%+31.9pp |
| Annual return | 24.11% | 16.48%+7.6pp | 24.73%-0.6pp | 1364.94%-1340.8pp |
| Employer contribution / active EE | $10,347 | $1,882+449.7% | $2,463+320.1% | $2,623+294.5% |
| Participant deferral / active EE | $0 | $3,229-100.0% | $3,883-100.0% | $4,346-100.0% |
| Admin fee / account holder | $0 | $1,934-100.0% | $5,768-100.0% | $1,942-100.0% |