Filed April 26, 2022
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 | $258,671 | $83,902+208.3% | $167,512+54.4% | $84,808+205.0% |
| Participation rate | 100.0% | 66.5%+33.5pp | 77.1%+22.9pp | 68.3%+31.7pp |
| Annual return | 17.15% | 91.55%-74.4pp | 1615.79%-1598.6pp | 40.90%-23.7pp |
| Employer contribution / active EE | $18,069 | $2,264+698.2% | $3,882+365.5% | $2,631+586.8% |
| Participant deferral / active EE | $8,828 | $4,442+98.7% | $6,405+37.8% | $4,212+109.6% |
| Admin fee / account holder | $22,707 | $7,915+186.9% | $9,769+132.4% | $7,344+209.2% |