Filed September 11, 2023 (most recent of 3 filings on file)
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 | $299,780 | $100,852+197.2% | $90,404+231.6% | $158,922+88.6% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 25.35% | 1724.20%-1698.9pp | 1293.02%-1267.7pp | 302.83%-277.5pp |
| Employer contribution / active EE | $11,931 | $3,689+223.5% | $3,262+265.8% | $4,761+150.6% |
| Participant deferral / active EE | $8,229 | $4,348+89.3% | $3,963+107.6% | $5,982+37.6% |
| Admin fee / account holder | $1,752 | $6,501-73.1% | $5,611-68.8% | $11,246-84.4% |