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 | $962,365 | $57,281+1580.1% | $86,612+1011.1% | $75,163+1180.4% |
| Participation rate | 98.4% | 63.2%+35.2pp | 71.7%+26.7pp | 67.2%+31.2pp |
| Annual return | 22.96% | 2670.75%-2647.8pp | 591.07%-568.1pp | 160.62%-137.7pp |
| Employer contribution / active EE | $26,988 | $2,314+1066.1% | $3,022+792.9% | $2,670+910.9% |
| Participant deferral / active EE | $23,752 | $3,318+615.9% | $4,438+435.2% | $4,125+475.8% |
| Admin fee / account holder | $75,539 | $4,112+1737.1% | $5,614+1245.5% | $5,651+1236.8% |