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 | $625,918 | $100,852+520.6% | $90,404+592.4% | $158,922+293.9% |
| Participation rate | 75.0% | 75.0%0pp | 72.7%+2.3pp | 82.0%-7.0pp |
| Annual return | 13.04% | 1724.20%-1711.2pp | 1293.02%-1280.0pp | 302.83%-289.8pp |
| Employer contribution / active EE | $8,908 | $3,689+141.5% | $3,262+173.1% | $4,761+87.1% |
| Participant deferral / active EE | $16,687 | $4,348+283.8% | $3,963+321.0% | $5,982+178.9% |
| Admin fee / account holder | $6,011 | $6,501-7.5% | $5,611+7.1% | $11,246-46.5% |