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 | $819,581 | $123,793+562.1% | $177,821+360.9% | $79,858+926.3% |
| Participation rate | 100.0% | 84.7%+15.3pp | 87.7%+12.3pp | 69.6%+30.4pp |
| Annual return | 15.19% | 22.82%-7.6pp | 48.32%-33.1pp | 31.71%-16.5pp |
| Employer contribution / active EE | $21,203 | $4,095+417.7% | $5,918+258.3% | $2,471+758.1% |
| Participant deferral / active EE | $13,327 | $5,956+123.8% | $7,714+72.8% | $3,740+256.3% |
| Admin fee / account holder | $26,992 | $7,243+272.7% | $12,427+117.2% | $5,306+408.7% |