Filed July 15, 2025 (most recent of 2 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.
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $287,658 | $100,852+185.2% | $90,404+218.2% | $158,922+81.0% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 9.40% | 1724.20%-1714.8pp | 1293.02%-1283.6pp | 302.83%-293.4pp |
| Employer contribution / active EE | $10,992 | $3,689+198.0% | $3,262+237.0% | $4,761+130.9% |
| Participant deferral / active EE | $12,684 | $4,348+191.7% | $3,963+220.0% | $5,982+112.0% |
| Admin fee / account holder | $0 | $6,501-100.0% | $5,611-100.0% | $11,246-100.0% |