Filed July 17, 2025 (most recent of 2 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.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $334,629 | $183,963+81.9% | $162,163+106.4% | $152,861+118.9% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 21.95% | 150.76%-128.8pp | 115.59%-93.6pp | 345.32%-323.4pp |
| Employer contribution / active EE | $10,546 | $6,371+65.5% | $5,614+87.9% | $4,762+121.5% |
| Participant deferral / active EE | $12,527 | $8,034+55.9% | $7,298+71.6% | $5,850+114.1% |
| Admin fee / account holder | $1,049 | $13,121-92.0% | $10,843-90.3% | $11,596-91.0% |