Filed August 13, 2024 (most recent of 17 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 | $315,510 | $83,902+276.0% | $167,512+88.4% | $84,808+272.0% |
| Participation rate | 100.0% | 66.5%+33.5pp | 77.1%+22.9pp | 68.3%+31.7pp |
| Annual return | 14.50% | 91.55%-77.0pp | 1615.79%-1601.3pp | 40.90%-26.4pp |
| Employer contribution / active EE | $6,136 | $2,264+171.0% | $3,882+58.1% | $2,631+133.2% |
| Participant deferral / active EE | $7,255 | $4,442+63.3% | $6,405+13.3% | $4,212+72.3% |
| Admin fee / account holder | $1,660 | $7,915-79.0% | $9,769-83.0% | $7,344-77.4% |