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 | $863,779 | $54,350+1489.3% | $82,719+944.2% | $68,494+1161.1% |
| Participation rate | 89.9% | 63.9%+25.9pp | 72.6%+17.3pp | 67.9%+22.0pp |
| Annual return | -16.62% | -13.67%-2.9pp | 701.18%-717.8pp | -7.84%-8.8pp |
| Employer contribution / active EE | $29,823 | $2,218+1244.5% | $3,009+891.1% | $2,596+1048.7% |
| Participant deferral / active EE | $19,656 | $3,246+505.5% | $4,395+347.2% | $4,027+388.1% |
| Admin fee / account holder | $106,489 | $4,395+2322.7% | $5,329+1898.3% | $5,403+1871.0% |