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.)
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $466,228 | $48,046+870.4% | $84,611+451.0% | $72,985+538.8% |
| Participation rate | 100.0% | 57.6%+42.4pp | 68.2%+31.8pp | 69.5%+30.5pp |
| Annual return | 7.15% | 37.38%-30.2pp | 258.74%-251.6pp | 81.00%-73.9pp |
| Employer contribution / active EE | $20,738 | $1,602+1194.7% | $2,652+681.9% | $2,440+750.0% |
| Participant deferral / active EE | $5,933 | $2,680+121.4% | $3,899+52.2% | $3,607+64.5% |
| Admin fee / account holder | $21,624 | $3,395+537.0% | $4,912+340.2% | $5,124+322.0% |