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 | $360,461 | $73,933+387.6% | $96,683+272.8% | $75,163+379.6% |
| Participation rate | 96.7% | 66.4%+30.2pp | 74.3%+22.3pp | 67.2%+29.5pp |
| Annual return | 16.68% | 26.70%-10.0pp | 35.69%-19.0pp | 160.62%-143.9pp |
| Employer contribution / active EE | $18,179 | $2,928+520.9% | $3,737+386.5% | $2,670+580.9% |
| Participant deferral / active EE | $13,151 | $3,659+259.4% | $4,878+169.6% | $4,125+218.8% |
| Admin fee / account holder | $2,699 | $5,216-48.3% | $6,730-59.9% | $5,651-52.2% |