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 | $150,463 | $65,409+130.0% | $98,442+52.8% | $85,850+75.3% |
| Participation rate | 93.3% | 65.0%+28.3pp | 73.3%+20.0pp | 69.3%+24.0pp |
| Annual return | 16.08% | 21.76%-5.7pp | 1492.73%-1476.6pp | 318.53%-302.4pp |
| Employer contribution / active EE | $6,584 | $2,168+203.8% | $2,960+122.5% | $2,565+156.7% |
| Participant deferral / active EE | $7,559 | $3,166+138.7% | $4,276+76.8% | $3,952+91.3% |
| Admin fee / account holder | $23,411 | $4,593+409.7% | $5,949+293.5% | $6,260+274.0% |