Filed December 27, 2024 (most recent of 3 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 | $311,043 | $101,069+207.8% | $81,478+281.8% | $147,584+110.8% |
| Participation rate | 100.0% | 74.5%+25.5pp | 68.0%+32.0pp | 82.8%+17.2pp |
| Annual return | 7.62% | 32.40%-24.8pp | 38.78%-31.2pp | 578.55%-570.9pp |
| Employer contribution / active EE | $9,139 | $3,205+185.1% | $2,568+255.9% | $4,876+87.4% |
| Participant deferral / active EE | $10,792 | $4,242+154.4% | $3,537+205.2% | $5,439+98.4% |
| Admin fee / account holder | $120,971 | $5,812+1981.5% | $4,561+2552.3% | $10,885+1011.3% |