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 | $447,338 | $97,744+357.7% | $103,476+332.3% | $145,922+206.6% |
| Participation rate | 100.0% | 81.1%+18.9pp | 80.5%+19.5pp | 80.3%+19.7pp |
| Annual return | 12.70% | 25.41%-12.7pp | 23.90%-11.2pp | 561.29%-548.6pp |
| Employer contribution / active EE | $15,454 | $4,677+230.5% | $4,672+230.8% | $4,660+231.7% |
| Participant deferral / active EE | $14,455 | $6,603+118.9% | $6,623+118.3% | $6,688+116.1% |
| Admin fee / account holder | $1,394 | $12,515-88.9% | $9,413-85.2% | $13,397-89.6% |