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.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $274,905 | $92,703+196.5% | $82,719+232.3% | $134,475+104.4% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | 1.54% | 944.92%-943.4pp | 701.18%-699.6pp | 417.96%-416.4pp |
| Employer contribution / active EE | $10,760 | $3,274+228.7% | $3,009+257.6% | $4,740+127.0% |
| Participant deferral / active EE | $12,518 | $4,802+160.7% | $4,395+184.8% | $6,400+95.6% |
| Admin fee / account holder | $29,824 | $5,983+398.5% | $5,329+459.7% | $11,426+161.0% |