Filed March 31, 2017
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 | $269,933 | $94,625+185.3% | $116,228+132.2% | $84,808+218.3% |
| Participation rate | 88.9% | 70.4%+18.4pp | 74.6%+14.3pp | 68.3%+20.6pp |
| Annual return | 13.47% | 20.40%-6.9pp | 90.06%-76.6pp | 40.90%-27.4pp |
| Employer contribution / active EE | $9,830 | $2,347+318.9% | $2,994+228.3% | $2,631+273.6% |
| Participant deferral / active EE | $15,396 | $3,972+287.6% | $4,953+210.8% | $4,212+265.6% |
| Admin fee / account holder | $12,947 | $10,091+28.3% | $11,989+8.0% | $7,344+76.3% |