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 | $434,899 | $93,170+366.8% | $100,534+332.6% | $84,808+412.8% |
| Participation rate | 96.3% | 75.8%+20.4pp | 80.6%+15.7pp | 68.3%+28.0pp |
| Annual return | 16.74% | 47.13%-30.4pp | 32.66%-15.9pp | 40.90%-24.2pp |
| Employer contribution / active EE | $20,803 | $3,985+422.1% | $4,346+378.6% | $2,631+690.7% |
| Participant deferral / active EE | $8,189 | $5,699+43.7% | $6,144+33.3% | $4,212+94.4% |
| Admin fee / account holder | $4,373 | $7,382-40.8% | $7,654-42.9% | $7,344-40.5% |