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 | $822,421 | $54,762+1401.8% | $90,281+811.0% | $72,985+1026.8% |
| Participation rate | 100.0% | 65.1%+34.9pp | 73.3%+26.7pp | 69.5%+30.5pp |
| Annual return | 24.30% | 30.63%-6.3pp | 78.10%-53.8pp | 81.00%-56.7pp |
| Employer contribution / active EE | $26,109 | $2,092+1147.7% | $2,854+814.7% | $2,440+970.1% |
| Participant deferral / active EE | $18,924 | $2,887+555.5% | $3,885+387.1% | $3,607+424.6% |
| Admin fee / account holder | $43,567 | $3,972+996.9% | $5,351+714.2% | $5,124+750.2% |