Filed May 5, 2023 (most recent of 2 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 | $289,583 | $99,985+189.6% | $146,665+97.4% | $85,850+237.3% |
| Participation rate | 91.7% | 73.1%+18.6pp | 80.1%+11.6pp | 69.3%+22.4pp |
| Annual return | 14.51% | 18.93%-4.4pp | 22.74%-8.2pp | 318.53%-304.0pp |
| Employer contribution / active EE | $10,044 | $2,559+292.6% | $4,136+142.8% | $2,565+291.6% |
| Participant deferral / active EE | $6,722 | $4,006+67.8% | $5,506+22.1% | $3,952+70.1% |
| Admin fee / account holder | $12,646 | $7,702+64.2% | $10,280+23.0% | $6,260+102.0% |