Filed November 21, 2024
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 | $254,853 | $58,208+337.8% | $81,812+211.5% | $80,856+215.2% |
| Participation rate | 98.6% | 63.4%+35.2pp | 72.3%+26.2pp | 67.6%+30.9pp |
| Annual return | 15.61% | 41.66%-26.1pp | 773.79%-758.2pp | 35.59%-20.0pp |
| Employer contribution / active EE | $4,939 | $2,340+111.1% | $2,912+69.6% | $2,755+79.3% |
| Participant deferral / active EE | $13,768 | $3,281+319.6% | $4,319+218.8% | $4,296+220.5% |
| Admin fee / account holder | $26,378 | $4,981+429.5% | $7,386+257.1% | $6,918+281.3% |