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 | $325,517 | $89,753+262.7% | $107,525+202.7% | $84,808+283.8% |
| Participation rate | 81.4% | 68.1%+13.4pp | 75.1%+6.4pp | 68.3%+13.1pp |
| Annual return | 15.29% | 29.48%-14.2pp | 181.32%-166.0pp | 40.90%-25.6pp |
| Employer contribution / active EE | $6,274 | $3,113+101.5% | $3,754+67.2% | $2,631+138.5% |
| Participant deferral / active EE | $9,360 | $4,056+130.8% | $5,116+83.0% | $4,212+122.2% |
| Admin fee / account holder | $23,637 | $7,222+227.3% | $8,919+165.0% | $7,344+221.9% |