Filed March 27, 2023 (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 | $321,872 | $99,020+225.1% | $86,590+271.7% | $147,584+118.1% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 18.63% | 1312.34%-1293.7pp | 964.84%-946.2pp | 578.55%-559.9pp |
| Employer contribution / active EE | $30,165 | $3,132+863.1% | $2,839+962.4% | $4,876+518.6% |
| Participant deferral / active EE | $11,880 | $3,972+199.1% | $3,609+229.2% | $5,439+118.4% |
| Admin fee / account holder | $16,547 | $5,710+189.8% | $4,906+237.3% | $10,885+52.0% |