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 | $435,423 | $185,822+134.3% | $169,993+156.1% | $139,434+212.3% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 13.81% | 60.50%-46.7pp | 53.37%-39.6pp | 372.94%-359.1pp |
| Employer contribution / active EE | $13,046 | $7,590+71.9% | $6,785+92.3% | $4,751+174.6% |
| Participant deferral / active EE | $14,547 | $11,622+25.2% | $10,408+39.8% | $6,710+116.8% |
| Admin fee / account holder | $1,384 | $15,381-91.0% | $12,815-89.2% | $11,403-87.9% |