Filed October 23, 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 | $479,077 | $197,591+142.5% | $177,821+169.4% | $158,922+201.5% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 24.75% | 58.76%-34.0pp | 48.32%-23.6pp | 302.83%-278.1pp |
| Employer contribution / active EE | $7,437 | $6,697+11.0% | $5,918+25.7% | $4,761+56.2% |
| Participant deferral / active EE | $10,380 | $8,405+23.5% | $7,714+34.6% | $5,982+73.5% |
| Admin fee / account holder | $1,069 | $15,399-93.1% | $12,427-91.4% | $11,246-90.5% |