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 | $819,904 | $114,047+618.9% | $96,139+752.8% | $167,490+389.5% |
| Participation rate | 100.0% | 75.1%+24.9pp | 68.4%+31.6pp | 82.1%+17.9pp |
| Annual return | 16.61% | 189.88%-173.3pp | 191.94%-175.3pp | 478.56%-461.9pp |
| Employer contribution / active EE | $32,069 | $3,427+835.8% | $2,797+1046.6% | $4,837+562.9% |
| Participant deferral / active EE | $19,075 | $5,194+267.3% | $4,349+338.6% | $6,341+200.8% |
| Admin fee / account holder | $12,593 | $6,897+82.6% | $5,537+127.4% | $12,309+2.3% |