Filed July 10, 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 | $315,971 | $97,744+223.3% | $103,476+205.4% | $145,922+116.5% |
| Participation rate | 100.0% | 81.1%+18.9pp | 80.5%+19.5pp | 80.3%+19.7pp |
| Annual return | 22.13% | 25.41%-3.3pp | 23.90%-1.8pp | 561.29%-539.2pp |
| Employer contribution / active EE | $12,184 | $4,677+160.5% | $4,672+160.8% | $4,660+161.5% |
| Participant deferral / active EE | $11,948 | $6,603+80.9% | $6,623+80.4% | $6,688+78.7% |
| Admin fee / account holder | $4,317 | $12,515-65.5% | $9,413-54.1% | $13,397-67.8% |