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 | $543,644 | $157,256+245.7% | $141,162+285.1% | $152,861+255.6% |
| Participation rate | 75.0% | 84.8%-9.8pp | 82.5%-7.5pp | 82.4%-7.4pp |
| Annual return | 19.05% | 64.32%-45.3pp | 71.39%-52.3pp | 345.32%-326.3pp |
| Employer contribution / active EE | $6,830 | $5,261+29.8% | $4,735+44.2% | $4,762+43.4% |
| Participant deferral / active EE | $13,189 | $7,109+85.5% | $6,709+96.6% | $5,850+125.5% |
| Admin fee / account holder | $113,836 | $12,120+839.2% | $10,261+1009.4% | $11,596+881.6% |