Filed March 14, 2023
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.)
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $332,733 | $176,947+88.0% | $116,228+186.3% | - |
| Participation rate | 100.0% | 61.8%+38.2pp | 74.6%+25.4pp | - |
| Annual return | 16.20% | 15.13%+1.1pp | 90.06%-73.9pp | - |
| Employer contribution / active EE | $4,527 | $2,196+106.1% | $2,994+51.2% | - |
| Participant deferral / active EE | $8,814 | $4,114+114.2% | $4,953+77.9% | - |
| Admin fee / account holder | $10,947 | $22,209-50.7% | $11,989-8.7% | - |