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 | $691,326 | $99,877+592.2% | $84,966+713.7% | $145,922+373.8% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 13.74% | 83.76%-70.0pp | 66.38%-52.6pp | 561.29%-547.5pp |
| Employer contribution / active EE | $41,360 | $3,231+1180.0% | $2,727+1416.6% | $4,660+787.6% |
| Participant deferral / active EE | $25,741 | $5,291+386.5% | $4,519+469.6% | $6,688+284.9% |
| Admin fee / account holder | $171,954 | $7,248+2272.5% | $6,149+2696.6% | $13,397+1183.5% |