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.)
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 | $363,471 | $81,460+346.2% | $103,333+251.7% | $80,856+349.5% |
| Participation rate | 97.1% | 66.8%+30.3pp | 74.5%+22.6pp | 67.6%+29.5pp |
| Annual return | 10.34% | 25.55%-15.2pp | 24.88%-14.5pp | 35.59%-25.3pp |
| Employer contribution / active EE | $13,651 | $3,105+339.6% | $3,868+252.9% | $2,755+395.5% |
| Participant deferral / active EE | $10,520 | $3,869+171.9% | $5,057+108.0% | $4,296+144.9% |
| Admin fee / account holder | $14,730 | $6,566+124.3% | $8,355+76.3% | $6,918+112.9% |