Filed October 3, 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.)
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $353,850 | $77,660+355.6% | $109,143+224.2% | $79,386+345.7% |
| Participation rate | 88.2% | 67.8%+20.4pp | 75.9%+12.3pp | 70.7%+17.5pp |
| Annual return | 12.23% | 23.44%-11.2pp | 25.75%-13.5pp | 116.85%-104.6pp |
| Employer contribution / active EE | $13,276 | $2,797+374.6% | $3,722+256.7% | $2,427+446.9% |
| Participant deferral / active EE | $8,205 | $3,518+133.3% | $4,653+76.3% | $4,046+102.8% |
| Admin fee / account holder | $6,621 | $732+804.3% | $6,752-1.9% | $626+957.0% |