Filed November 18, 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 | $866,697 | $100,041+766.3% | $149,718+478.9% | $70,131+1135.8% |
| Participation rate | 100.0% | 83.6%+16.4pp | 87.1%+12.9pp | 69.5%+30.5pp |
| Annual return | 31.01% | 27.43%+3.6pp | 1501.63%-1470.6pp | 73.14%-42.1pp |
| Employer contribution / active EE | $12,246 | $3,662+234.4% | $5,445+124.9% | $2,342+422.8% |
| Participant deferral / active EE | $13,765 | $4,983+176.3% | $6,569+109.5% | $3,332+313.1% |
| Admin fee / account holder | $22,478 | $8,286+171.3% | $11,283+99.2% | $4,645+383.9% |