Filed January 25, 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 | $337,825 | $74,888+351.1% | $71,209+374.4% | $142,382+137.3% |
| Participation rate | 95.0% | 76.2%+18.8pp | 73.8%+21.2pp | 80.1%+14.9pp |
| Annual return | 13.50% | 345.14%-331.6pp | 282.51%-269.0pp | 217.08%-203.6pp |
| Employer contribution / active EE | $16,693 | $2,854+484.8% | $2,721+513.5% | $4,299+288.3% |
| Participant deferral / active EE | $16,561 | $4,454+271.8% | $4,175+296.6% | $6,507+154.5% |
| Admin fee / account holder | $70,497 | $5,568+1166.0% | $5,349+1218.0% | $12,624+458.5% |