Filed August 18, 2025
Total covered: 2 employees
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 | $468,082 | $214,378+118.3% | $200,582+133.4% | $142,382+228.8% |
| Participation rate | 93.8% | 87.4%+6.3pp | 86.9%+6.9pp | 80.1%+13.6pp |
| Annual return | 13.74% | 46.41%-32.7pp | 42.33%-28.6pp | 217.08%-203.3pp |
| Employer contribution / active EE | $7,079 | $6,841+3.5% | $6,419+10.3% | $4,299+64.7% |
| Participant deferral / active EE | $18,124 | $9,865+83.7% | $9,331+94.2% | $6,507+178.5% |
| Admin fee / account holder | $81,361 | $17,692+359.9% | $16,305+399.0% | $12,624+544.5% |