Filed August 10, 2021
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 | $301,764 | $176,056+71.4% | $159,436+89.3% | $167,490+80.2% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 24.24% | 331.75%-307.5pp | 263.57%-239.3pp | 478.56%-454.3pp |
| Employer contribution / active EE | $2,144 | $5,297-59.5% | $4,829-55.6% | $4,837-55.7% |
| Participant deferral / active EE | $6,114 | $7,750-21.1% | $7,352-16.8% | $6,341-3.6% |
| Admin fee / account holder | $7,359 | $12,554-41.4% | $10,799-31.9% | $12,309-40.2% |