Filed November 6, 2023 (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 | $276,619 | $102,317+170.4% | $146,958+88.2% | $80,856+242.1% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.2%+17.8pp | 67.6%+32.4pp |
| Annual return | 13.70% | 134.76%-121.1pp | 418.34%-404.6pp | 35.59%-21.9pp |
| Employer contribution / active EE | $8,082 | $3,713+117.7% | $4,933+63.8% | $2,755+193.4% |
| Participant deferral / active EE | $12,049 | $6,644+81.4% | $8,070+49.3% | $4,296+180.5% |
| Admin fee / account holder | $10,738 | $7,941+35.2% | $12,998-17.4% | $6,918+55.2% |