Filed September 13, 2018
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 | $284,675 | $48,230+490.2% | $67,502+321.7% | $80,856+252.1% |
| Participation rate | 100.0% | 66.4%+33.6pp | 72.9%+27.1pp | 67.6%+32.4pp |
| Annual return | 12.17% | 18.28%-6.1pp | 3512.12%-3500.0pp | 35.59%-23.4pp |
| Employer contribution / active EE | $12,619 | $2,020+524.8% | $2,731+362.1% | $2,755+358.1% |
| Participant deferral / active EE | $8,698 | $2,924+197.5% | $4,000+117.5% | $4,296+102.5% |
| Admin fee / account holder | $30,345 | $3,681+724.3% | $3,998+659.1% | $6,918+338.6% |