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 | $279,958 | $102,317+173.6% | $146,958+90.5% | $80,856+246.2% |
| Participation rate | 97.6% | 75.8%+21.7pp | 82.2%+15.4pp | 67.6%+29.9pp |
| Annual return | 12.02% | 134.76%-122.7pp | 418.34%-406.3pp | 35.59%-23.6pp |
| Employer contribution / active EE | $17,239 | $3,713+364.3% | $4,933+249.5% | $2,755+525.8% |
| Participant deferral / active EE | $3,728 | $6,644-43.9% | $8,070-53.8% | $4,296-13.2% |
| Admin fee / account holder | $69,978 | $7,941+781.2% | $12,998+438.4% | $6,918+911.5% |