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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $317,531 | $109,817+189.1% | $98,442+222.6% | $167,490+89.6% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | 5.83% | 1956.69%-1950.9pp | 1492.73%-1486.9pp | 478.56%-472.7pp |
| Employer contribution / active EE | $11,320 | $3,224+251.1% | $2,960+282.5% | $4,837+134.0% |
| Participant deferral / active EE | $12,819 | $4,673+174.3% | $4,276+199.8% | $6,341+102.2% |
| Admin fee / account holder | $5,008 | $6,753-25.8% | $5,949-15.8% | $12,309-59.3% |