Filed December 12, 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 | $308,641 | $138,347+123.1% | $184,203+67.6% | $80,856+281.7% |
| Participation rate | 100.0% | 83.9%+16.1pp | 86.8%+13.2pp | 67.6%+32.4pp |
| Annual return | 19.55% | 20.02%-0.5pp | 28.81%-9.3pp | 35.59%-16.0pp |
| Employer contribution / active EE | $7,762 | $4,850+60.0% | $6,427+20.8% | $2,755+181.8% |
| Participant deferral / active EE | $11,116 | $7,071+57.2% | $9,131+21.7% | $4,296+158.8% |
| Admin fee / account holder | $42,274 | $10,483+303.2% | $13,901+204.1% | $6,918+511.1% |