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 | $402,129 | $54,705+635.1% | $71,209+464.7% | $84,808+374.2% |
| Participation rate | 100.0% | 64.1%+35.9pp | 73.8%+26.2pp | 68.3%+31.7pp |
| Annual return | 16.86% | 35.90%-19.0pp | 282.51%-265.6pp | 40.90%-24.0pp |
| Employer contribution / active EE | $37,787 | $2,158+1651.1% | $2,721+1288.8% | $2,631+1336.2% |
| Participant deferral / active EE | $14,145 | $3,030+366.8% | $4,175+238.8% | $4,212+235.9% |
| Admin fee / account holder | $15,458 | $4,863+217.8% | $5,349+189.0% | $7,344+110.5% |