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.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $271,833 | $93,571+190.5% | $135,903+100.0% | $75,163+261.7% |
| Participation rate | 86.8% | 75.2%+11.7pp | 81.9%+4.9pp | 67.2%+19.7pp |
| Annual return | 17.92% | 30.90%-13.0pp | 68.23%-50.3pp | 160.62%-142.7pp |
| Employer contribution / active EE | $18,642 | $3,537+427.1% | $4,856+283.9% | $2,670+598.3% |
| Participant deferral / active EE | $13,137 | $6,404+105.1% | $7,758+69.3% | $4,125+218.5% |
| Admin fee / account holder | $3,405 | $6,975-51.2% | $10,762-68.4% | $5,651-39.7% |