Filed December 30, 2025 (most recent of 3 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.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $81,848 | $137,414-40.4% | $189,513-56.8% | $85,850-4.7% |
| Participation rate | 96.9% | 84.6%+12.3pp | 87.8%+9.1pp | 69.3%+27.6pp |
| Annual return | 7.81% | 38.14%-30.3pp | 555.15%-547.3pp | 318.53%-310.7pp |
| Employer contribution / active EE | $2,868 | $4,344-34.0% | $6,162-53.5% | $2,565+11.8% |
| Participant deferral / active EE | $3,992 | $6,260-36.2% | $8,221-51.4% | $3,952+1.0% |
| Admin fee / account holder | $9,497 | $8,630+10.0% | $12,045-21.2% | $6,260+51.7% |