Filed November 24, 2015
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 | $307,035 | $201,259+52.6% | $184,200+66.7% | $145,959+110.4% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 10.11% | 28.98%-18.9pp | 28.80%-18.7pp | 561.95%-551.8pp |
| Employer contribution / active EE | $13,677 | $7,018+94.9% | $6,424+112.9% | $4,661+193.4% |
| Participant deferral / active EE | $9,309 | $9,806-5.1% | $9,132+1.9% | $6,689+39.2% |
| Admin fee / account holder | $56,424 | $16,372+244.6% | $13,907+305.7% | $13,398+321.1% |