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 | $379,890 | $90,519+319.7% | $93,789+305.0% | $134,475+182.5% |
| Participation rate | 100.0% | 82.0%+18.0pp | 81.0%+19.0pp | 81.2%+18.8pp |
| Annual return | -15.76% | -15.72%0pp | -11.33%-4.4pp | 417.96%-433.7pp |
| Employer contribution / active EE | $14,141 | $4,343+225.6% | $4,323+227.1% | $4,740+198.3% |
| Participant deferral / active EE | $10,599 | $5,978+77.3% | $6,094+73.9% | $6,400+65.6% |
| Admin fee / account holder | $1,466 | $9,252-84.2% | $7,195-79.6% | $11,426-87.2% |