Filed February 6, 2019
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 | $272,363 | $125,758+116.6% | $169,993+60.2% | $75,163+262.4% |
| Participation rate | 94.8% | 83.6%+11.2pp | 87.0%+7.8pp | 67.2%+27.6pp |
| Annual return | 18.10% | 27.20%-9.1pp | 53.37%-35.3pp | 160.62%-142.5pp |
| Employer contribution / active EE | $7,838 | $4,615+69.9% | $6,785+15.5% | $2,670+193.6% |
| Participant deferral / active EE | $15,408 | $6,837+125.3% | $10,408+48.0% | $4,125+273.5% |
| Admin fee / account holder | $16,052 | $8,173+96.4% | $12,815+25.3% | $5,651+184.1% |