Filed April 27, 2022
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 | $333,008 | $78,672+323.3% | $109,143+205.1% | $85,850+287.9% |
| Participation rate | 98.2% | 68.3%+30.0pp | 75.9%+22.4pp | 69.3%+28.9pp |
| Annual return | 14.94% | 25.09%-10.1pp | 25.75%-10.8pp | 318.53%-303.6pp |
| Employer contribution / active EE | $5,442 | $2,735+99.0% | $3,722+46.2% | $2,565+112.1% |
| Participant deferral / active EE | $7,772 | $3,467+124.1% | $4,653+67.0% | $3,952+96.7% |
| Admin fee / account holder | $25,466 | $5,469+365.6% | $6,752+277.1% | $6,260+306.8% |