Filed November 24, 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 9-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 | $102,988 | $106,028-2.9% | $146,958-29.9% | $77,643+32.6% |
| Participation rate | 97.5% | 78.4%+19.2pp | 82.2%+15.4pp | 70.6%+27.0pp |
| Annual return | 29.37% | 56.73%-27.4pp | 418.34%-389.0pp | 31.24%-1.9pp |
| Employer contribution / active EE | $4,291 | $4,063+5.6% | $4,933-13.0% | $2,726+57.4% |
| Participant deferral / active EE | $0 | $7,990-100.0% | $8,070-100.0% | $4,647-100.0% |
| Admin fee / account holder | $0 | $337-100.0% | $12,998-100.0% | $430-100.0% |