Filed December 3, 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 9-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 | $337,292 | $96,635+249.0% | $86,612+289.4% | $139,434+141.9% |
| Participation rate | 84.2% | 74.4%+9.8pp | 71.7%+12.5pp | 80.3%+3.9pp |
| Annual return | 16.37% | 106.41%-90.0pp | 591.07%-574.7pp | 372.94%-356.6pp |
| Employer contribution / active EE | $10,656 | $3,263+226.6% | $3,022+252.6% | $4,751+124.3% |
| Participant deferral / active EE | $16,519 | $4,836+241.6% | $4,438+272.2% | $6,710+146.2% |
| Admin fee / account holder | $1,219 | $6,408-81.0% | $5,614-78.3% | $11,403-89.3% |