Filed October 2, 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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,466 | $137,414-81.5% | $189,513-86.6% | $85,850-70.3% |
| Participation rate | 100.0% | 84.6%+15.4pp | 87.8%+12.2pp | 69.3%+30.7pp |
| Annual return | 14.45% | 38.14%-23.7pp | 555.15%-540.7pp | 318.53%-304.1pp |
| Employer contribution / active EE | $2,079 | $4,344-52.2% | $6,162-66.3% | $2,565-19.0% |
| Participant deferral / active EE | $2,531 | $6,260-59.6% | $8,221-69.2% | $3,952-36.0% |
| Admin fee / account holder | $3,821 | $8,630-55.7% | $12,045-68.3% | $6,260-39.0% |