Filed November 28, 2023 (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 | $253,032 | $98,463+157.0% | $119,258+112.2% | $85,850+194.7% |
| Participation rate | 100.0% | 77.6%+22.4pp | 82.7%+17.3pp | 69.3%+30.7pp |
| Annual return | 17.54% | 38.53%-21.0pp | 30.69%-13.2pp | 318.53%-301.0pp |
| Employer contribution / active EE | $16,207 | $3,698+338.3% | $4,384+269.7% | $2,565+531.8% |
| Participant deferral / active EE | $4,936 | $4,942-0.1% | $6,111-19.2% | $3,952+24.9% |
| Admin fee / account holder | $78,639 | $7,493+949.5% | $7,226+988.3% | $6,260+1156.2% |