Filed December 4, 2025 (most recent of 4 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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $66,665 | $130,194-48.8% | $169,993-60.8% | $71,457-6.7% |
| Participation rate | 95.7% | 86.1%+9.6pp | 87.0%+8.7pp | 67.9%+27.8pp |
| Annual return | 15.99% | 20.37%-4.4pp | 53.37%-37.4pp | 28.85%-12.9pp |
| Employer contribution / active EE | $2,481 | $4,381-43.4% | $6,785-63.4% | $2,588-4.1% |
| Participant deferral / active EE | $4,556 | $6,923-34.2% | $10,408-56.2% | $4,289+6.2% |
| Admin fee / account holder | $9 | $966-99.1% | $12,815-99.9% | $1,587-99.4% |