Filed January 19, 2021
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 | $380,831 | $171,865+121.6% | $149,718+154.4% | $147,584+158.0% |
| Participation rate | 94.4% | 88.2%+6.3pp | 87.1%+7.4pp | 82.8%+11.6pp |
| Annual return | 19.18% | 2113.22%-2094.0pp | 1501.63%-1482.5pp | 578.55%-559.4pp |
| Employer contribution / active EE | $3,593 | $6,275-42.7% | $5,445-34.0% | $4,876-26.3% |
| Participant deferral / active EE | $13,069 | $7,271+79.7% | $6,569+99.0% | $5,439+140.3% |
| Admin fee / account holder | $3,530 | $13,799-74.4% | $11,283-68.7% | $10,885-67.6% |