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.)
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 | $656,511 | $209,832+212.9% | $189,513+246.4% | $167,490+292.0% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 6.99% | 748.27%-741.3pp | 555.15%-548.2pp | 478.56%-471.6pp |
| Employer contribution / active EE | $10,801 | $6,914+56.2% | $6,162+75.3% | $4,837+123.3% |
| Participant deferral / active EE | $13,246 | $8,935+48.2% | $8,221+61.1% | $6,341+108.9% |
| Admin fee / account holder | $944 | $14,293-93.4% | $12,045-92.2% | $12,309-92.3% |