Filed October 29, 2014
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 | $269,071 | $80,812+233.0% | $160,784+67.3% | $82,448+226.4% |
| Participation rate | 94.1% | 66.2%+27.9pp | 77.0%+17.2pp | 68.1%+26.0pp |
| Annual return | 25.66% | 100.59%-74.9pp | 1803.92%-1778.3pp | 41.64%-16.0pp |
| Employer contribution / active EE | $8,933 | $2,174+310.9% | $3,733+139.3% | $2,551+250.2% |
| Participant deferral / active EE | $17,091 | $4,335+294.2% | $6,293+171.6% | $4,139+312.9% |
| Admin fee / account holder | $28,937 | $7,695+276.0% | $9,717+197.8% | $7,234+300.0% |