Filed November 21, 2024 (most recent of 4 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 | $264,754 | $58,208+354.8% | $81,812+223.6% | $80,856+227.4% |
| Participation rate | 96.8% | 63.4%+33.4pp | 72.3%+24.4pp | 67.6%+29.1pp |
| Annual return | 18.49% | 41.66%-23.2pp | 773.79%-755.3pp | 35.59%-17.1pp |
| Employer contribution / active EE | $5,116 | $2,340+118.6% | $2,912+75.7% | $2,755+85.7% |
| Participant deferral / active EE | $9,388 | $3,281+186.1% | $4,319+117.4% | $4,296+118.5% |
| Admin fee / account holder | $8,842 | $4,981+77.5% | $7,386+19.7% | $6,918+27.8% |