Filed December 17, 2024 (most recent of 2 filings on file)
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 | $423,997 | $95,193+345.4% | $76,523+454.1% | $135,375+213.2% |
| Participation rate | 100.0% | 74.4%+25.6pp | 68.0%+32.0pp | 82.6%+17.4pp |
| Annual return | -0.88% | 4.85%-5.7pp | -0.27%-0.6pp | 519.73%-520.6pp |
| Employer contribution / active EE | $22,864 | $3,302+592.3% | $2,647+763.7% | $4,779+378.4% |
| Participant deferral / active EE | $7,488 | $4,639+61.4% | $3,835+95.2% | $5,609+33.5% |
| Admin fee / account holder | $5,875 | $6,249-6.0% | $4,848+21.2% | $10,827-45.7% |