Filed December 15, 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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $115,098 | $54,762+110.2% | $90,281+27.5% | $72,985+57.7% |
| Participation rate | 84.7% | 65.1%+19.6pp | 73.3%+11.5pp | 69.5%+15.2pp |
| Annual return | 25.47% | 30.63%-5.2pp | 78.10%-52.6pp | 81.00%-55.5pp |
| Employer contribution / active EE | $4,120 | $2,092+96.9% | $2,854+44.3% | $2,440+68.9% |
| Participant deferral / active EE | $5,295 | $2,887+83.4% | $3,885+36.3% | $3,607+46.8% |
| Admin fee / account holder | $8,981 | $3,972+126.1% | $5,351+67.8% | $5,124+75.3% |