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 | $923,756 | $201,272+359.0% | $184,203+401.5% | $145,922+533.0% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 12.85% | 29.00%-16.2pp | 28.81%-16.0pp | 561.29%-548.4pp |
| Employer contribution / active EE | $16,700 | $7,022+137.8% | $6,427+159.8% | $4,660+258.4% |
| Participant deferral / active EE | $10,062 | $9,806+2.6% | $9,131+10.2% | $6,688+50.5% |
| Admin fee / account holder | $55,220 | $16,364+237.5% | $13,901+297.2% | $13,397+312.2% |