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 | $133,432 | $60,124+121.9% | $90,404+47.6% | $79,858+67.1% |
| Participation rate | 96.8% | 65.0%+31.8pp | 72.7%+24.1pp | 69.6%+27.1pp |
| Annual return | 15.70% | 71.94%-56.2pp | 1293.02%-1277.3pp | 31.71%-16.0pp |
| Employer contribution / active EE | $6,176 | $2,068+198.7% | $3,262+89.3% | $2,471+149.9% |
| Participant deferral / active EE | $6,518 | $2,938+121.8% | $3,963+64.4% | $3,740+74.3% |
| Admin fee / account holder | $3,687 | $3,976-7.3% | $5,611-34.3% | $5,306-30.5% |