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 | $505,638 | $201,272+151.2% | $184,203+174.5% | $145,922+246.5% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 11.15% | 29.00%-17.8pp | 28.81%-17.7pp | 561.29%-550.1pp |
| Employer contribution / active EE | $10,595 | $7,022+50.9% | $6,427+64.8% | $4,660+127.4% |
| Participant deferral / active EE | $14,664 | $9,806+49.5% | $9,131+60.6% | $6,688+119.3% |
| Admin fee / account holder | $1,915 | $16,364-88.3% | $13,901-86.2% | $13,397-85.7% |