Filed September 28, 2016
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 | $437,916 | $53,822+713.6% | $75,696+478.5% | $85,850+410.1% |
| Participation rate | 100.0% | 69.1%+30.9pp | 74.8%+25.2pp | 69.3%+30.7pp |
| Annual return | 21.26% | 24.54%-3.3pp | 104.53%-83.3pp | 318.53%-297.3pp |
| Employer contribution / active EE | $2,963 | $2,017+46.9% | $2,743+8.0% | $2,565+15.5% |
| Participant deferral / active EE | $3,876 | $2,895+33.9% | $3,821+1.4% | $3,952-1.9% |
| Admin fee / account holder | $35,860 | $3,343+972.8% | $3,619+890.9% | $6,260+472.9% |