Filed December 6, 2024 (most recent of 2 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 | $299,774 | $102,828+191.5% | $105,387+184.5% | $152,861+96.1% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 20.47% | 20.85%-0.4pp | 26.82%-6.4pp | 345.32%-324.9pp |
| Employer contribution / active EE | $16,355 | $4,473+265.7% | $4,213+288.2% | $4,762+243.4% |
| Participant deferral / active EE | $8,106 | $5,465+48.3% | $5,502+47.3% | $5,850+38.6% |
| Admin fee / account holder | $12,472 | $8,683+43.6% | $6,559+90.2% | $11,596+7.5% |