Filed June 27, 2023
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 | $338,234 | $88,751+281.1% | $81,812+313.4% | $145,922+131.8% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 19.20% | 1025.40%-1006.2pp | 773.79%-754.6pp | 561.29%-542.1pp |
| Employer contribution / active EE | $1,595 | $3,083-48.3% | $2,912-45.2% | $4,660-65.8% |
| Participant deferral / active EE | $8,691 | $4,643+87.2% | $4,319+101.2% | $6,688+29.9% |
| Admin fee / account holder | $78,216 | $8,415+829.4% | $7,386+959.0% | $13,397+483.8% |