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 | $927,932 | $60,124+1443.4% | $90,404+926.4% | $79,858+1062.0% |
| Participation rate | 98.4% | 65.0%+33.4pp | 72.7%+25.7pp | 69.6%+28.8pp |
| Annual return | 16.94% | 71.94%-55.0pp | 1293.02%-1276.1pp | 31.71%-14.8pp |
| Employer contribution / active EE | $26,198 | $2,068+1167.0% | $3,262+703.1% | $2,471+960.3% |
| Participant deferral / active EE | $19,697 | $2,938+570.4% | $3,963+397.0% | $3,740+426.7% |
| Admin fee / account holder | $44,776 | $3,976+1026.0% | $5,611+698.0% | $5,306+743.8% |