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 | $361,795 | $167,484+116.0% | $151,611+138.6% | $134,475+169.0% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -16.99% | 7.80%-24.8pp | 3.33%-20.3pp | 417.96%-435.0pp |
| Employer contribution / active EE | $7,827 | $6,829+14.6% | $6,166+26.9% | $4,740+65.1% |
| Participant deferral / active EE | $12,416 | $8,986+38.2% | $8,363+48.4% | $6,400+94.0% |
| Admin fee / account holder | $1,470 | $13,783-89.3% | $11,616-87.3% | $11,426-87.1% |