Filed November 20, 2024 (most recent of 7 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 5-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 | $327,100 | $98,750+231.2% | $149,696+118.5% | $79,858+309.6% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.6%+30.4pp |
| Annual return | 9.73% | 27.43%-17.7pp | 276.60%-266.9pp | 31.71%-22.0pp |
| Employer contribution / active EE | $25,823 | $3,216+702.9% | $4,644+456.0% | $2,471+945.1% |
| Participant deferral / active EE | $17,169 | $5,680+202.3% | $6,842+150.9% | $3,740+359.1% |
| Admin fee / account holder | $42,368 | $6,053+600.0% | $9,309+355.1% | $5,306+698.4% |