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 | $410,182 | $210,648+94.7% | $177,989+130.5% | $145,922+181.1% |
| Participation rate | 94.4% | 80.8%+13.7pp | 77.1%+17.4pp | 80.3%+14.2pp |
| Annual return | 17.95% | 385.86%-367.9pp | 294.48%-276.5pp | 561.29%-543.3pp |
| Employer contribution / active EE | $15,078 | $4,565+230.3% | $3,949+281.8% | $4,660+223.6% |
| Participant deferral / active EE | $6,753 | $6,958-2.9% | $6,276+7.6% | $6,688+1.0% |
| Admin fee / account holder | $805 | $12,013-93.3% | $10,363-92.2% | $13,397-94.0% |