Filed December 8, 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 | $395,129 | $160,055+146.9% | $140,016+182.2% | $135,375+191.9% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -5.75% | 911.38%-917.1pp | 651.12%-656.9pp | 519.73%-525.5pp |
| Employer contribution / active EE | $6,537 | $6,420+1.8% | $5,606+16.6% | $4,779+36.8% |
| Participant deferral / active EE | $10,741 | $7,642+40.6% | $6,927+55.1% | $5,609+91.5% |
| Admin fee / account holder | $15,422 | $13,328+15.7% | $10,705+44.1% | $10,827+42.4% |