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 | $1,074,757 | $65,409+1543.1% | $98,442+991.8% | $85,850+1151.9% |
| Participation rate | 96.8% | 65.0%+31.8pp | 73.3%+23.4pp | 69.3%+27.5pp |
| Annual return | 17.55% | 21.76%-4.2pp | 1492.73%-1475.2pp | 318.53%-301.0pp |
| Employer contribution / active EE | $26,546 | $2,168+1124.6% | $2,960+796.9% | $2,565+934.9% |
| Participant deferral / active EE | $20,111 | $3,166+535.1% | $4,276+370.3% | $3,952+408.9% |
| Admin fee / account holder | $36,940 | $4,593+704.3% | $5,949+520.9% | $6,260+490.1% |