Filed April 6, 2022
Total covered: 4 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 9-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 | $370,082 | $88,751+317.0% | $81,812+352.4% | $145,922+153.6% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 15.21% | 1025.40%-1010.2pp | 773.79%-758.6pp | 561.29%-546.1pp |
| Employer contribution / active EE | $10,985 | $3,083+256.3% | $2,912+277.2% | $4,660+135.7% |
| Participant deferral / active EE | $14,519 | $4,643+212.7% | $4,319+236.2% | $6,688+117.1% |
| Admin fee / account holder | $28,474 | $8,415+238.4% | $7,386+285.5% | $13,397+112.5% |