Filed December 15, 2021 (most recent of 4 filings on file)
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 | $469,077 | $209,832+123.5% | $189,513+147.5% | $167,490+180.1% |
| Participation rate | 92.9% | 88.7%+4.2pp | 87.8%+5.1pp | 82.1%+10.8pp |
| Annual return | 13.43% | 748.27%-734.8pp | 555.15%-541.7pp | 478.56%-465.1pp |
| Employer contribution / active EE | $8,955 | $6,914+29.5% | $6,162+45.3% | $4,837+85.1% |
| Participant deferral / active EE | $17,384 | $8,935+94.6% | $8,221+111.5% | $6,341+174.1% |
| Admin fee / account holder | $174,127 | $14,293+1118.2% | $12,045+1345.6% | $12,309+1314.6% |