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 | $622,683 | $209,832+196.8% | $189,513+228.6% | $167,490+271.8% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 11.98% | 748.27%-736.3pp | 555.15%-543.2pp | 478.56%-466.6pp |
| Employer contribution / active EE | $14,906 | $6,914+115.6% | $6,162+141.9% | $4,837+208.1% |
| Participant deferral / active EE | $8,942 | $8,935+0.1% | $8,221+8.8% | $6,341+41.0% |
| Admin fee / account holder | $22,789 | $14,293+59.4% | $12,045+89.2% | $12,309+85.1% |