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 | $293,162 | $94,338+210.8% | $100,534+191.6% | $142,382+105.9% |
| Participation rate | 93.8% | 81.7%+12.0pp | 80.6%+13.1pp | 80.1%+13.6pp |
| Annual return | 16.38% | 29.20%-12.8pp | 32.66%-16.3pp | 217.08%-200.7pp |
| Employer contribution / active EE | $19,221 | $4,237+353.6% | $4,346+342.2% | $4,299+347.1% |
| Participant deferral / active EE | $8,152 | $5,934+37.4% | $6,144+32.7% | $6,507+25.3% |
| Admin fee / account holder | $48,373 | $8,421+474.4% | $7,654+532.0% | $12,624+283.2% |