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 | $287,595 | $54,762+425.2% | $90,281+218.6% | $72,985+294.0% |
| Participation rate | 100.0% | 65.1%+34.9pp | 73.3%+26.7pp | 69.5%+30.5pp |
| Annual return | 24.19% | 30.63%-6.4pp | 78.10%-53.9pp | 81.00%-56.8pp |
| Employer contribution / active EE | $30,805 | $2,092+1372.2% | $2,854+979.2% | $2,440+1162.6% |
| Participant deferral / active EE | $11,258 | $2,887+290.0% | $3,885+189.7% | $3,607+212.1% |
| Admin fee / account holder | $67,921 | $3,972+1610.0% | $5,351+1169.3% | $5,124+1225.5% |