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 | $423,615 | $105,998+299.6% | $92,233+359.3% | $147,584+187.0% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 10.59% | 50.05%-39.5pp | 176.28%-165.7pp | 578.55%-568.0pp |
| Employer contribution / active EE | $6,185 | $4,333+42.7% | $3,679+68.1% | $4,876+26.8% |
| Participant deferral / active EE | $9,386 | $4,478+109.6% | $3,897+140.9% | $5,439+72.6% |
| Admin fee / account holder | $8,215 | $6,332+29.7% | $5,194+58.2% | $10,885-24.5% |