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 | $124,590 | $57,281+117.5% | $86,612+43.8% | $75,163+65.8% |
| Participation rate | 94.2% | 63.2%+31.0pp | 71.7%+22.5pp | 67.2%+27.0pp |
| Annual return | 18.33% | 2670.75%-2652.4pp | 591.07%-572.7pp | 160.62%-142.3pp |
| Employer contribution / active EE | $6,686 | $2,314+188.9% | $3,022+121.2% | $2,670+150.4% |
| Participant deferral / active EE | $7,442 | $3,318+124.3% | $4,438+67.7% | $4,125+80.4% |
| Admin fee / account holder | $14,742 | $4,112+258.5% | $5,614+162.6% | $5,651+160.9% |