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 | $126,125 | $58,208+116.7% | $81,812+54.2% | $80,856+56.0% |
| Participation rate | 97.1% | 63.4%+33.6pp | 72.3%+24.7pp | 67.6%+29.4pp |
| Annual return | 12.58% | 41.66%-29.1pp | 773.79%-761.2pp | 35.59%-23.0pp |
| Employer contribution / active EE | $7,373 | $2,340+215.1% | $2,912+153.2% | $2,755+167.7% |
| Participant deferral / active EE | $7,480 | $3,281+128.0% | $4,319+73.2% | $4,296+74.1% |
| Admin fee / account holder | $24,722 | $4,981+396.3% | $7,386+234.7% | $6,918+257.4% |