Filed March 10, 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 | $357,266 | $100,852+254.2% | $90,404+295.2% | $158,922+124.8% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 10.64% | 1724.20%-1713.6pp | 1293.02%-1282.4pp | 302.83%-292.2pp |
| Employer contribution / active EE | $11,739 | $3,689+218.3% | $3,262+259.9% | $4,761+146.6% |
| Participant deferral / active EE | $7,579 | $4,348+74.3% | $3,963+91.2% | $5,982+26.7% |
| Admin fee / account holder | $41,746 | $6,501+542.1% | $5,611+644.0% | $11,246+271.2% |