Filed October 20, 2021
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 | $532,465 | $57,590+824.6% | $86,233+517.5% | $82,448+545.8% |
| Participation rate | 100.0% | 57.9%+42.1pp | 69.0%+31.0pp | 68.1%+31.9pp |
| Annual return | 16.75% | 22.41%-5.7pp | 61.39%-44.6pp | 41.64%-24.9pp |
| Employer contribution / active EE | $12,152 | $1,655+634.1% | $2,504+385.2% | $2,551+376.4% |
| Participant deferral / active EE | $25,666 | $3,080+733.4% | $4,559+463.0% | $4,139+520.1% |
| Admin fee / account holder | $79,199 | $4,730+1574.3% | $8,342+849.4% | $7,234+994.8% |