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 | $481,630 | $183,963+161.8% | $162,163+197.0% | $152,861+215.1% |
| Participation rate | 90.0% | 88.5%+1.5pp | 87.6%+2.4pp | 82.4%+7.6pp |
| Annual return | 19.38% | 150.76%-131.4pp | 115.59%-96.2pp | 345.32%-325.9pp |
| Employer contribution / active EE | $6,510 | $6,371+2.2% | $5,614+16.0% | $4,762+36.7% |
| Participant deferral / active EE | $10,595 | $8,034+31.9% | $7,298+45.2% | $5,850+81.1% |
| Admin fee / account holder | $5,505 | $13,121-58.0% | $10,843-49.2% | $11,596-52.5% |