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 | $265,360 | $103,966+155.2% | $112,887+135.1% | $75,163+253.0% |
| Participation rate | 96.3% | 75.7%+20.6pp | 80.5%+15.8pp | 67.2%+29.1pp |
| Annual return | 24.19% | 24.54%-0.3pp | 34.10%-9.9pp | 160.62%-136.4pp |
| Employer contribution / active EE | $18,266 | $3,870+372.0% | $4,563+300.3% | $2,670+584.2% |
| Participant deferral / active EE | $6,336 | $5,456+16.1% | $6,513-2.7% | $4,125+53.6% |
| Admin fee / account holder | $7,022 | $7,663-8.4% | $7,047-0.4% | $5,651+24.3% |