Filed September 12, 2024
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 | $448,800 | $101,763+341.0% | $164,866+172.2% | $80,874+454.9% |
| Participation rate | 100.0% | 71.8%+28.2pp | 78.6%+21.4pp | 67.6%+32.4pp |
| Annual return | 19.21% | 16.73%+2.5pp | 69.97%-50.8pp | 35.62%-16.4pp |
| Employer contribution / active EE | $7,391 | $2,954+150.2% | $4,343+70.2% | $2,756+168.2% |
| Participant deferral / active EE | $12,176 | $4,477+172.0% | $6,033+101.8% | $4,297+183.4% |
| Admin fee / account holder | $13,990 | $8,228+70.0% | $12,689+10.3% | $6,935+101.7% |