Filed March 10, 2025 (most recent of 6 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 | $322,733 | $89,355+261.2% | $141,162+128.6% | $72,985+342.2% |
| Participation rate | 83.1% | 75.1%+7.9pp | 82.5%+0.6pp | 69.5%+13.6pp |
| Annual return | 27.50% | 111.85%-84.3pp | 71.39%-43.9pp | 81.00%-53.5pp |
| Employer contribution / active EE | $3,677 | $3,114+18.1% | $4,735-22.3% | $2,440+50.7% |
| Participant deferral / active EE | $8,787 | $5,418+62.2% | $6,709+31.0% | $3,607+143.6% |
| Admin fee / account holder | $33,646 | $5,958+464.7% | $10,261+227.9% | $5,124+556.6% |