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 | $294,646 | $88,751+232.0% | $81,812+260.2% | $145,922+101.9% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 8.74% | 1025.40%-1016.7pp | 773.79%-765.1pp | 561.29%-552.5pp |
| Employer contribution / active EE | $13,122 | $3,083+325.6% | $2,912+350.6% | $4,660+181.6% |
| Participant deferral / active EE | $17,907 | $4,643+285.7% | $4,319+314.6% | $6,688+167.8% |
| Admin fee / account holder | $42,917 | $8,415+410.0% | $7,386+481.1% | $13,397+220.3% |