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 | $450,659 | $95,193+373.4% | $76,523+488.9% | $135,375+232.9% |
| Participation rate | 100.0% | 74.4%+25.6pp | 68.0%+32.0pp | 82.6%+17.4pp |
| Annual return | -4.66% | 4.85%-9.5pp | -0.27%-4.4pp | 519.73%-524.4pp |
| Employer contribution / active EE | $23,441 | $3,302+609.8% | $2,647+785.5% | $4,779+390.5% |
| Participant deferral / active EE | $13,516 | $4,639+191.3% | $3,835+252.4% | $5,609+141.0% |
| Admin fee / account holder | $47,583 | $6,249+661.5% | $4,848+881.5% | $10,827+339.5% |