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 | $301,886 | $73,933+308.3% | $96,683+212.2% | $75,163+301.6% |
| Participation rate | 94.4% | 66.4%+28.0pp | 74.3%+20.1pp | 67.2%+27.3pp |
| Annual return | 22.47% | 26.70%-4.2pp | 35.69%-13.2pp | 160.62%-138.1pp |
| Employer contribution / active EE | $4,517 | $2,928+54.3% | $3,737+20.9% | $2,670+69.2% |
| Participant deferral / active EE | $9,315 | $3,659+154.6% | $4,878+91.0% | $4,125+125.8% |
| Admin fee / account holder | $9,818 | $5,216+88.2% | $6,730+45.9% | $5,651+73.7% |