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 | $470,728 | $209,832+124.3% | $189,513+148.4% | $167,490+181.0% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 12.13% | 748.27%-736.1pp | 555.15%-543.0pp | 478.56%-466.4pp |
| Employer contribution / active EE | $8,376 | $6,914+21.2% | $6,162+35.9% | $4,837+73.2% |
| Participant deferral / active EE | $11,893 | $8,935+33.1% | $8,221+44.7% | $6,341+87.5% |
| Admin fee / account holder | $23,269 | $14,293+62.8% | $12,045+93.2% | $12,309+89.0% |