Filed February 5, 2018
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 | $297,471 | $140,588+111.6% | $123,104+141.6% | $125,391+137.2% |
| Participation rate | 100.0% | 88.2%+11.8pp | 86.8%+13.2pp | 83.2%+16.8pp |
| Annual return | 3.11% | 16.80%-13.7pp | 13.22%-10.1pp | 282.22%-279.1pp |
| Employer contribution / active EE | $10,599 | $6,041+75.4% | $5,151+105.8% | $4,866+117.8% |
| Participant deferral / active EE | $7,089 | $6,980+1.5% | $6,230+13.8% | $5,352+32.5% |
| Admin fee / account holder | $1,072 | $11,198-90.4% | $9,015-88.1% | $9,540-88.8% |