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.)
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $370,394 | $94,752+290.9% | $112,887+228.1% | $139,434+165.6% |
| Participation rate | 100.0% | 81.3%+18.7pp | 80.5%+19.5pp | 80.3%+19.7pp |
| Annual return | 11.68% | 40.88%-29.2pp | 34.10%-22.4pp | 372.94%-361.3pp |
| Employer contribution / active EE | $15,314 | $4,625+231.1% | $4,563+235.6% | $4,751+222.4% |
| Participant deferral / active EE | $12,791 | $6,512+96.4% | $6,513+96.4% | $6,710+90.6% |
| Admin fee / account holder | $130,514 | $8,527+1430.6% | $7,047+1752.0% | $11,403+1044.6% |