Filed August 10, 2017
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 | $335,670 | $183,592+82.8% | $155,567+115.8% | $145,959+130.0% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 9.82% | 61.24%-51.4pp | 64.74%-54.9pp | 561.95%-552.1pp |
| Employer contribution / active EE | $6,125 | $5,315+15.2% | $4,674+31.0% | $4,661+31.4% |
| Participant deferral / active EE | $7,309 | $6,464+13.1% | $5,628+29.9% | $6,689+9.3% |
| Admin fee / account holder | $150,718 | $19,318+680.2% | $15,916+846.9% | $13,398+1024.9% |