Filed October 31, 2025
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 | $251,146 | $109,982+128.4% | $97,226+158.3% | $145,922+72.1% |
| Participation rate | 100.0% | 75.9%+24.1pp | 72.7%+27.3pp | 80.3%+19.7pp |
| Annual return | 19.41% | 242.90%-223.5pp | 75.13%-55.7pp | 561.29%-541.9pp |
| Employer contribution / active EE | $10,181 | $3,084+230.2% | $2,729+273.1% | $4,660+118.5% |
| Participant deferral / active EE | $7,690 | $4,676+64.5% | $4,264+80.4% | $6,688+15.0% |
| Admin fee / account holder | $0 | $6,221-100.0% | $5,654-100.0% | $13,397-100.0% |