Filed March 26, 2021
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 | $641,475 | $150,440+326.4% | $136,294+370.7% | $147,584+334.7% |
| Participation rate | 75.0% | 84.4%-9.4pp | 81.9%-6.9pp | 82.8%-7.8pp |
| Annual return | 14.94% | 1049.08%-1034.1pp | 5155.94%-5141.0pp | 578.55%-563.6pp |
| Employer contribution / active EE | $7,118 | $5,256+35.4% | $4,695+51.6% | $4,876+46.0% |
| Participant deferral / active EE | $12,473 | $6,630+88.1% | $6,247+99.7% | $5,439+129.3% |
| Admin fee / account holder | $62,866 | $10,905+476.5% | $9,243+580.1% | $10,885+477.5% |