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 | $504,774 | $94,338+435.1% | $100,534+402.1% | $142,382+254.5% |
| Participation rate | 100.0% | 81.7%+18.3pp | 80.6%+19.4pp | 80.1%+19.9pp |
| Annual return | 15.64% | 29.20%-13.6pp | 32.66%-17.0pp | 217.08%-201.4pp |
| Employer contribution / active EE | $16,305 | $4,237+284.8% | $4,346+275.1% | $4,299+279.3% |
| Participant deferral / active EE | $15,617 | $5,934+163.2% | $6,144+154.2% | $6,507+140.0% |
| Admin fee / account holder | $46,014 | $8,421+446.4% | $7,654+501.2% | $12,624+264.5% |