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 | $1,040,425 | $58,208+1687.4% | $81,812+1171.7% | $80,856+1186.8% |
| Participation rate | 86.1% | 63.4%+22.7pp | 72.3%+13.8pp | 67.6%+18.5pp |
| Annual return | 15.93% | 41.66%-25.7pp | 773.79%-757.9pp | 35.59%-19.7pp |
| Employer contribution / active EE | $22,312 | $2,340+853.5% | $2,912+666.1% | $2,755+709.9% |
| Participant deferral / active EE | $21,613 | $3,281+558.7% | $4,319+400.5% | $4,296+403.1% |
| Admin fee / account holder | $111,106 | $4,981+2130.5% | $7,386+1404.3% | $6,918+1506.0% |