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 | $289,951 | $57,281+406.2% | $86,612+234.8% | $75,163+285.8% |
| Participation rate | 97.6% | 63.2%+34.4pp | 71.7%+25.9pp | 67.2%+30.4pp |
| Annual return | 21.66% | 2670.75%-2649.1pp | 591.07%-569.4pp | 160.62%-139.0pp |
| Employer contribution / active EE | $31,659 | $2,314+1267.9% | $3,022+947.4% | $2,670+1085.8% |
| Participant deferral / active EE | $13,244 | $3,318+299.2% | $4,438+198.5% | $4,125+221.1% |
| Admin fee / account holder | $8,106 | $4,112+97.1% | $5,614+44.4% | $5,651+43.4% |