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 | $646,596 | $93,024+595.1% | $77,024+739.5% | $134,475+380.8% |
| Participation rate | 100.0% | 74.5%+25.5pp | 67.9%+32.1pp | 81.2%+18.8pp |
| Annual return | -16.84% | 62.60%-79.4pp | 42.32%-59.2pp | 417.96%-434.8pp |
| Employer contribution / active EE | $34,029 | $3,418+895.6% | $2,812+1110.0% | $4,740+618.0% |
| Participant deferral / active EE | $22,017 | $5,238+320.3% | $4,426+397.4% | $6,400+244.0% |
| Admin fee / account holder | $75,680 | $6,944+989.9% | $5,425+1294.9% | $11,426+562.4% |