Filed January 26, 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 | $295,845 | $72,404+308.6% | $110,238+168.4% | $64,186+360.9% |
| Participation rate | 96.5% | 73.3%+23.2pp | 79.8%+16.7pp | 69.6%+26.9pp |
| Annual return | 27.31% | -6.29%+33.6pp | 314.74%-287.4pp | 7.63%+19.7pp |
| Employer contribution / active EE | $10,155 | $2,282+345.1% | $3,826+165.4% | $2,381+326.5% |
| Participant deferral / active EE | $0 | $3,469-100.0% | $4,672-100.0% | $3,470-100.0% |
| Admin fee / account holder | $33,450 | $5,664+490.5% | $8,547+291.4% | $4,888+584.3% |