Filed May 15, 2017
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 | $289,422 | $62,132+365.8% | $185,823+55.8% | $73,488+293.8% |
| Participation rate | 90.1% | 67.8%+22.3pp | 78.0%+12.1pp | 70.7%+19.4pp |
| Annual return | 29.29% | 20.44%+8.9pp | 35.95%-6.7pp | 28.51%+0.8pp |
| Employer contribution / active EE | $8,290 | $1,681+393.1% | $4,087+102.8% | $2,270+265.2% |
| Participant deferral / active EE | $14,203 | $3,711+282.7% | $5,632+152.2% | $3,740+279.8% |
| Admin fee / account holder | $10,726 | $419+2461.6% | $9,500+12.9% | $513+1990.6% |