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 | $774,440 | $167,484+362.4% | $151,611+410.8% | $134,475+475.9% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | 38.25% | 7.80%+30.4pp | 3.33%+34.9pp | 417.96%-379.7pp |
| Employer contribution / active EE | $15,707 | $6,829+130.0% | $6,166+154.7% | $4,740+231.4% |
| Participant deferral / active EE | $10,058 | $8,986+11.9% | $8,363+20.3% | $6,400+57.2% |
| Admin fee / account holder | $17,513 | $13,783+27.1% | $11,616+50.8% | $11,426+53.3% |