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.)
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $339,841 | $98,750+244.1% | $149,696+127.0% | $79,858+325.6% |
| Participation rate | 91.2% | 75.8%+15.5pp | 82.5%+8.8pp | 69.6%+21.6pp |
| Annual return | 12.16% | 27.43%-15.3pp | 276.60%-264.4pp | 31.71%-19.6pp |
| Employer contribution / active EE | $4,056 | $3,216+26.1% | $4,644-12.7% | $2,471+64.2% |
| Participant deferral / active EE | $9,941 | $5,680+75.0% | $6,842+45.3% | $3,740+165.8% |
| Admin fee / account holder | $9,652 | $6,053+59.5% | $9,309+3.7% | $5,306+81.9% |