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 | $341,005 | $167,484+103.6% | $151,611+124.9% | $134,475+153.6% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -21.07% | 7.80%-28.9pp | 3.33%-24.4pp | 417.96%-439.0pp |
| Employer contribution / active EE | $8,677 | $6,829+27.1% | $6,166+40.7% | $4,740+83.1% |
| Participant deferral / active EE | $12,873 | $8,986+43.3% | $8,363+53.9% | $6,400+101.2% |
| Admin fee / account holder | $76,061 | $13,783+451.9% | $11,616+554.8% | $11,426+565.7% |