Filed May 14, 2024 (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 | $287,399 | $53,127+441.0% | $86,590+231.9% | $70,131+309.8% |
| Participation rate | 92.3% | 65.3%+27.0pp | 73.5%+18.8pp | 69.5%+22.8pp |
| Annual return | 17.55% | 27.66%-10.1pp | 964.84%-947.3pp | 73.14%-55.6pp |
| Employer contribution / active EE | $12,052 | $2,068+482.7% | $2,839+324.5% | $2,342+414.5% |
| Participant deferral / active EE | $12,025 | $2,696+346.1% | $3,609+233.2% | $3,332+260.9% |
| Admin fee / account holder | $7,269 | $3,585+102.7% | $4,906+48.2% | $4,645+56.5% |