Filed March 9, 2020 (most recent of 3 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 | $370,435 | $57,281+546.7% | $86,612+327.7% | $75,163+392.8% |
| Participation rate | 100.0% | 63.2%+36.8pp | 71.7%+28.3pp | 67.2%+32.8pp |
| Annual return | 18.69% | 2670.75%-2652.1pp | 591.07%-572.4pp | 160.62%-141.9pp |
| Employer contribution / active EE | $15,042 | $2,314+549.9% | $3,022+397.7% | $2,670+463.4% |
| Participant deferral / active EE | $17,701 | $3,318+433.5% | $4,438+298.9% | $4,125+329.1% |
| Admin fee / account holder | $14,519 | $4,112+253.1% | $5,614+158.6% | $5,651+156.9% |