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 | $312,849 | $185,822+68.4% | $169,993+84.0% | $139,434+124.4% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 17.20% | 60.50%-43.3pp | 53.37%-36.2pp | 372.94%-355.7pp |
| Employer contribution / active EE | $8,105 | $7,590+6.8% | $6,785+19.4% | $4,751+70.6% |
| Participant deferral / active EE | $16,524 | $11,622+42.2% | $10,408+58.8% | $6,710+146.2% |
| Admin fee / account holder | $38,976 | $15,381+153.4% | $12,815+204.1% | $11,403+241.8% |