Filed August 20, 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 5-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 | $611,151 | $106,584+473.4% | $101,326+503.2% | $142,382+329.2% |
| Participation rate | 75.0% | 82.7%-7.7pp | 81.5%-6.5pp | 80.1%-5.1pp |
| Annual return | 13.01% | 36.93%-23.9pp | 36.82%-23.8pp | 217.08%-204.1pp |
| Employer contribution / active EE | $15,438 | $3,956+290.3% | $3,665+321.2% | $4,299+259.1% |
| Participant deferral / active EE | $22,499 | $8,297+171.2% | $7,994+181.5% | $6,507+245.8% |
| Admin fee / account holder | $63,780 | $11,446+457.2% | $11,185+470.2% | $12,624+405.2% |