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 | $751,891 | $109,359+587.5% | $162,163+363.7% | $72,985+930.2% |
| Participation rate | 95.0% | 84.3%+10.7pp | 87.6%+7.4pp | 69.5%+25.5pp |
| Annual return | 24.22% | 25.46%-1.2pp | 115.59%-91.4pp | 81.00%-56.8pp |
| Employer contribution / active EE | $18,675 | $3,907+377.9% | $5,614+232.7% | $2,440+665.4% |
| Participant deferral / active EE | $12,868 | $5,481+134.8% | $7,298+76.3% | $3,607+256.7% |
| Admin fee / account holder | $31,483 | $7,972+294.9% | $10,843+190.4% | $5,124+514.4% |