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 | $414,954 | $209,832+97.8% | $189,513+119.0% | $167,490+147.7% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 11.88% | 748.27%-736.4pp | 555.15%-543.3pp | 478.56%-466.7pp |
| Employer contribution / active EE | $12,407 | $6,914+79.4% | $6,162+101.4% | $4,837+156.5% |
| Participant deferral / active EE | $12,959 | $8,935+45.0% | $8,221+57.6% | $6,341+104.4% |
| Admin fee / account holder | $1,755 | $14,293-87.7% | $12,045-85.4% | $12,309-85.7% |