Filed October 4, 2021
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 4-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 | $322,737 | $103,966+210.4% | $112,887+185.9% | $75,163+329.4% |
| Participation rate | 100.0% | 75.7%+24.3pp | 80.5%+19.5pp | 67.2%+32.8pp |
| Annual return | 30.51% | 24.54%+6.0pp | 34.10%-3.6pp | 160.62%-130.1pp |
| Employer contribution / active EE | $16,389 | $3,870+323.5% | $4,563+259.1% | $2,670+513.9% |
| Participant deferral / active EE | $12,862 | $5,456+135.8% | $6,513+97.5% | $4,125+211.8% |
| Admin fee / account holder | $67,069 | $7,663+775.2% | $7,047+851.7% | $5,651+1086.9% |