Filed August 30, 2019
Unlock peer percentile detail for $4.99 your first month
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Unlock 10-year trajectory for $4.99 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 | $300,656 | $88,672+239.1% | $105,223+185.7% | $82,448+264.7% |
| Participation rate | 92.9% | 67.9%+24.9pp | 75.0%+17.8pp | 68.1%+24.8pp |
| Annual return | 15.14% | 30.86%-15.7pp | 180.65%-165.5pp | 41.64%-26.5pp |
| Employer contribution / active EE | $9,121 | $3,048+199.3% | $3,689+147.3% | $2,551+257.6% |
| Participant deferral / active EE | $7,819 | $4,036+93.7% | $5,072+54.2% | $4,139+88.9% |
| Admin fee / account holder | $32,123 | $7,146+349.5% | $8,859+262.6% | $7,234+344.0% |