Filed August 8, 2024
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 | $725,463 | $165,584+338.1% | $142,942+407.5% | $137,256+428.5% |
| Participation rate | 100.0% | 80.1%+19.9pp | 76.8%+23.2pp | 80.0%+20.0pp |
| Annual return | 10.15% | 164.22%-154.1pp | 113.70%-103.6pp | 220.34%-210.2pp |
| Employer contribution / active EE | $15,487 | $4,725+227.7% | $4,139+274.1% | $4,156+272.6% |
| Participant deferral / active EE | $17,050 | $8,194+108.1% | $7,128+139.2% | $6,407+166.1% |
| Admin fee / account holder | $716 | $16,167-95.6% | $12,475-94.3% | $12,270-94.2% |