Filed December 9, 2022 (most recent of 3 filings on file)
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 | $281,255 | $85,766+227.9% | $136,294+106.4% | $70,131+301.0% |
| Participation rate | 100.0% | 74.2%+25.8pp | 81.9%+18.1pp | 69.5%+30.5pp |
| Annual return | 14.32% | 31.45%-17.1pp | 5155.94%-5141.6pp | 73.14%-58.8pp |
| Employer contribution / active EE | $28,079 | $2,966+846.7% | $4,695+498.0% | $2,342+1098.7% |
| Participant deferral / active EE | $5,264 | $5,051+4.2% | $6,247-15.7% | $3,332+58.0% |
| Admin fee / account holder | $63,801 | $5,420+1077.0% | $9,243+590.2% | $4,645+1273.4% |