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 | $74,821 | $155,795-52.0% | $136,294-45.1% | $69,631+7.5% |
| Participation rate | 97.2% | 75.2%+21.9pp | 81.9%+15.2pp | 70.7%+26.5pp |
| Annual return | 1270.60% | 232464.33%-231193.7pp | 5155.94%-3885.3pp | 27571.02%-26300.4pp |
| Employer contribution / active EE | $8,994 | $2,991+200.7% | $4,695+91.6% | $2,032+342.6% |
| Participant deferral / active EE | $0 | $5,394-100.0% | $6,247-100.0% | $3,224-100.0% |
| Admin fee / account holder | $0 | $128-100.0% | $9,243-100.0% | $110-100.0% |