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 | $288,257 | $77,503+271.9% | $100,391+187.1% | $80,856+256.5% |
| Participation rate | 100.0% | 76.9%+23.1pp | 81.5%+18.5pp | 67.6%+32.4pp |
| Annual return | 12.33% | 37.20%-24.9pp | 49.20%-36.9pp | 35.59%-23.3pp |
| Employer contribution / active EE | $2,341 | $2,801-16.4% | $3,942-40.6% | $2,755-15.0% |
| Participant deferral / active EE | $2,998 | $6,820-56.0% | $8,082-62.9% | $4,296-30.2% |
| Admin fee / account holder | $44,063 | $5,897+647.2% | $7,899+457.8% | $6,918+536.9% |