Filed March 28, 2024 (most recent of 3 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 | $341,858 | $197,591+73.0% | $177,821+92.2% | $158,922+115.1% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 9.39% | 58.76%-49.4pp | 48.32%-38.9pp | 302.83%-293.4pp |
| Employer contribution / active EE | $10,536 | $6,697+57.3% | $5,918+78.0% | $4,761+121.3% |
| Participant deferral / active EE | $7,876 | $8,405-6.3% | $7,714+2.1% | $5,982+31.7% |
| Admin fee / account holder | $3,526 | $15,399-77.1% | $12,427-71.6% | $11,246-68.6% |