Filed July 1, 2017
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 | $600,024 | $177,572+237.9% | $154,803+287.6% | $142,382+321.4% |
| Participation rate | 83.3% | 82.1%+1.3pp | 78.1%+5.3pp | 80.1%+3.2pp |
| Annual return | 14.13% | 65.07%-50.9pp | 58.88%-44.8pp | 217.08%-202.9pp |
| Employer contribution / active EE | $10,268 | $4,810+113.4% | $4,305+138.5% | $4,299+138.8% |
| Participant deferral / active EE | $10,255 | $6,272+63.5% | $5,540+85.1% | $6,507+57.6% |
| Admin fee / account holder | $117,214 | $16,786+598.3% | $14,329+718.0% | $12,624+828.5% |