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 | $308,768 | $105,181+193.6% | $159,436+93.7% | $85,850+259.7% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.8%+17.2pp | 69.3%+30.7pp |
| Annual return | 12.01% | 45.07%-33.1pp | 263.57%-251.6pp | 318.53%-306.5pp |
| Employer contribution / active EE | $25,415 | $3,318+665.9% | $4,829+426.3% | $2,565+890.8% |
| Participant deferral / active EE | $16,313 | $5,945+174.4% | $7,352+121.9% | $3,952+312.8% |
| Admin fee / account holder | $52,766 | $6,933+661.0% | $10,799+388.6% | $6,260+742.9% |