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 | $609,618 | $109,327+457.6% | $89,391+582.0% | $158,922+283.6% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.0%+32.0pp | 82.0%+18.0pp |
| Annual return | 14.82% | 345.68%-330.9pp | 245.62%-230.8pp | 302.83%-288.0pp |
| Employer contribution / active EE | $29,880 | $3,170+842.7% | $2,586+1055.6% | $4,761+527.6% |
| Participant deferral / active EE | $17,436 | $4,598+279.2% | $3,890+348.2% | $5,982+191.5% |
| Admin fee / account holder | $60,331 | $6,153+880.5% | $4,881+1135.9% | $11,246+436.5% |