Filed January 13, 2022
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 | $394,149 | $111,535+253.4% | $105,223+274.6% | $137,256+187.2% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | 13.97% | 237.85%-223.9pp | 180.65%-166.7pp | 220.34%-206.4pp |
| Employer contribution / active EE | $8,125 | $3,939+106.2% | $3,689+120.3% | $4,156+95.5% |
| Participant deferral / active EE | $15,924 | $5,500+189.5% | $5,072+214.0% | $6,407+148.6% |
| Admin fee / account holder | $178,647 | $9,721+1737.7% | $8,859+1916.6% | $12,270+1355.9% |