Filed August 10, 2020
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 | $407,422 | $190,805+113.5% | $159,960+154.7% | $134,475+203.0% |
| Participation rate | 100.0% | 81.9%+18.1pp | 78.0%+22.0pp | 81.2%+18.8pp |
| Annual return | -17.47% | 552.23%-569.7pp | 408.60%-426.1pp | 417.96%-435.4pp |
| Employer contribution / active EE | $25,637 | $4,995+413.2% | $4,226+506.7% | $4,740+440.9% |
| Participant deferral / active EE | $10,694 | $6,923+54.5% | $6,182+73.0% | $6,400+67.1% |
| Admin fee / account holder | $350 | $10,471-96.7% | $8,698-96.0% | $11,426-96.9% |