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 | $421,577 | $114,237+269.0% | $119,258+253.5% | $167,490+151.7% |
| Participation rate | 100.0% | 83.7%+16.3pp | 82.7%+17.3pp | 82.1%+17.9pp |
| Annual return | 13.02% | 29.87%-16.8pp | 30.69%-17.7pp | 478.56%-465.5pp |
| Employer contribution / active EE | $13,990 | $4,481+212.2% | $4,384+219.1% | $4,837+189.2% |
| Participant deferral / active EE | $9,242 | $6,084+51.9% | $6,111+51.2% | $6,341+45.7% |
| Admin fee / account holder | $1,426 | $8,932-84.0% | $7,226-80.3% | $12,309-88.4% |