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 | $327,496 | $228,332+43.4% | $185,823+76.2% | $158,922+106.1% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.0%+22.0pp | 82.0%+18.0pp |
| Annual return | 21.31% | 40.80%-19.5pp | 35.95%-14.6pp | 302.83%-281.5pp |
| Employer contribution / active EE | $13,471 | $4,967+171.2% | $4,087+229.6% | $4,761+182.9% |
| Participant deferral / active EE | $4,289 | $6,415-33.1% | $5,632-23.9% | $5,982-28.3% |
| Admin fee / account holder | $5,892 | $11,864-50.3% | $9,500-38.0% | $11,246-47.6% |