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 | $686,937 | $49,177+1296.9% | $79,464+764.5% | $64,186+970.2% |
| Participation rate | 96.7% | 65.0%+31.7pp | 73.3%+23.4pp | 69.6%+27.2pp |
| Annual return | -5.30% | -1.16%-4.1pp | 718.14%-723.4pp | 7.63%-12.9pp |
| Employer contribution / active EE | $23,437 | $2,076+1028.8% | $2,800+736.9% | $2,381+884.4% |
| Participant deferral / active EE | $17,405 | $2,821+516.9% | $3,704+369.9% | $3,470+401.6% |
| Admin fee / account holder | $11,103 | $3,839+189.2% | $5,113+117.1% | $4,888+127.1% |