Filed March 18, 2024
Total covered: 4 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 | $346,250 | $74,888+362.4% | $71,209+386.2% | $142,382+143.2% |
| Participation rate | 95.8% | 76.2%+19.6pp | 73.8%+22.1pp | 80.1%+15.7pp |
| Annual return | 15.86% | 345.14%-329.3pp | 282.51%-266.6pp | 217.08%-201.2pp |
| Employer contribution / active EE | $18,707 | $2,854+555.4% | $2,721+587.5% | $4,299+335.1% |
| Participant deferral / active EE | $18,707 | $4,454+320.0% | $4,175+348.1% | $6,507+187.5% |
| Admin fee / account holder | $12,119 | $5,568+117.6% | $5,349+126.6% | $12,624-4.0% |