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 | $465,902 | $202,432+130.2% | $169,368+175.1% | $139,434+234.1% |
| Participation rate | 100.0% | 81.1%+18.9pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 20.67% | 531.74%-511.1pp | 405.60%-384.9pp | 372.94%-352.3pp |
| Employer contribution / active EE | $22,908 | $4,692+388.2% | $4,013+470.9% | $4,751+382.2% |
| Participant deferral / active EE | $10,693 | $6,938+54.1% | $6,221+71.9% | $6,710+59.4% |
| Admin fee / account holder | $1,469 | $10,708-86.3% | $9,003-83.7% | $11,403-87.1% |