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 | $83,902+220.7% | $167,512+60.6% | $84,808+217.3% |
| Participation rate | 94.1% | 66.5%+27.7pp | 77.1%+17.1pp | 68.3%+25.8pp |
| Annual return | 25.66% | 91.55%-65.9pp | 1615.79%-1590.1pp | 40.90%-15.2pp |
| Employer contribution / active EE | $8,933 | $2,264+294.6% | $3,882+130.1% | $2,631+239.5% |
| Participant deferral / active EE | $17,091 | $4,442+284.7% | $6,405+166.9% | $4,212+305.8% |
| Admin fee / account holder | $28,937 | $7,915+265.6% | $9,769+196.2% | $7,344+294.0% |