Filed November 12, 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.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $278,732 | $72,277+285.6% | $101,248+175.3% | $79,858+249.0% |
| Participation rate | 100.0% | 68.5%+31.5pp | 75.8%+24.2pp | 69.6%+30.4pp |
| Annual return | 16.59% | 22.30%-5.7pp | 46.47%-29.9pp | 31.71%-15.1pp |
| Employer contribution / active EE | $11,101 | $2,692+312.4% | $3,660+203.3% | $2,471+349.3% |
| Participant deferral / active EE | $9,260 | $3,282+182.2% | $4,370+111.9% | $3,740+147.6% |
| Admin fee / account holder | $847 | $4,400-80.8% | $5,945-85.8% | $5,306-84.0% |