Filed February 26, 2024 (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 | $695,277 | $53,127+1208.7% | $86,590+703.0% | $70,131+891.4% |
| Participation rate | 100.0% | 65.3%+34.7pp | 73.5%+26.5pp | 69.5%+30.5pp |
| Annual return | 19.19% | 27.66%-8.5pp | 964.84%-945.7pp | 73.14%-53.9pp |
| Employer contribution / active EE | $21,689 | $2,068+948.7% | $2,839+663.9% | $2,342+825.9% |
| Participant deferral / active EE | $15,876 | $2,696+488.9% | $3,609+339.9% | $3,332+376.5% |
| Admin fee / account holder | $31,548 | $3,585+779.9% | $4,906+543.1% | $4,645+579.1% |