Filed March 4, 2022
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 | $326,756 | $102,317+219.4% | $146,958+122.3% | $80,856+304.1% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.2%+17.8pp | 67.6%+32.4pp |
| Annual return | 14.00% | 134.76%-120.8pp | 418.34%-404.3pp | 35.59%-21.6pp |
| Employer contribution / active EE | $28,156 | $3,713+658.3% | $4,933+470.8% | $2,755+922.0% |
| Participant deferral / active EE | $11,565 | $6,644+74.1% | $8,070+43.3% | $4,296+169.2% |
| Admin fee / account holder | $106,480 | $7,941+1240.8% | $12,998+719.2% | $6,918+1439.2% |