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 | $286,309 | $102,828+178.4% | $105,387+171.7% | $152,861+87.3% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 23.28% | 20.85%+2.4pp | 26.82%-3.5pp | 345.32%-322.0pp |
| Employer contribution / active EE | $12,986 | $4,473+190.3% | $4,213+208.2% | $4,762+172.7% |
| Participant deferral / active EE | $7,654 | $5,465+40.1% | $5,502+39.1% | $5,850+30.8% |
| Admin fee / account holder | $1,020 | $8,683-88.2% | $6,559-84.4% | $11,596-91.2% |