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 | $352,459 | $111,301+216.7% | $112,977+212.0% | $158,922+121.8% |
| Participation rate | 100.0% | 83.5%+16.5pp | 82.6%+17.4pp | 82.0%+18.0pp |
| Annual return | 15.70% | 26.40%-10.7pp | 24.24%-8.5pp | 302.83%-287.1pp |
| Employer contribution / active EE | $13,316 | $4,471+197.8% | $4,255+213.0% | $4,761+179.7% |
| Participant deferral / active EE | $7,897 | $5,880+34.3% | $5,836+35.3% | $5,982+32.0% |
| Admin fee / account holder | $1,113 | $8,392-86.7% | $6,294-82.3% | $11,246-90.1% |