Filed August 4, 2023
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 | $464,486 | $101,069+359.6% | $81,478+470.1% | $147,584+214.7% |
| Participation rate | 100.0% | 74.5%+25.5pp | 68.0%+32.0pp | 82.8%+17.2pp |
| Annual return | 15.25% | 32.40%-17.2pp | 38.78%-23.5pp | 578.55%-563.3pp |
| Employer contribution / active EE | $32,551 | $3,205+915.6% | $2,568+1167.7% | $4,876+567.5% |
| Participant deferral / active EE | $18,413 | $4,242+334.1% | $3,537+420.6% | $5,439+238.5% |
| Admin fee / account holder | $69,689 | $5,812+1099.1% | $4,561+1427.9% | $10,885+540.2% |