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.)
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $784,769 | $110,094+612.8% | $151,611+417.6% | $68,494+1045.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 87.5%+12.5pp | 67.9%+32.1pp |
| Annual return | -19.68% | -10.12%-9.6pp | 3.33%-23.0pp | -7.84%-11.8pp |
| Employer contribution / active EE | $27,917 | $4,471+524.5% | $6,166+352.8% | $2,596+975.3% |
| Participant deferral / active EE | $15,600 | $6,527+139.0% | $8,363+86.5% | $4,027+287.4% |
| Admin fee / account holder | $24,062 | $7,719+211.7% | $11,616+107.1% | $5,403+345.4% |