Filed March 26, 2015
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 | $320,858 | $217,402+47.6% | $185,823+72.7% | $167,490+91.6% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 14.53% | 148.36%-133.8pp | 122.05%-107.5pp | 478.56%-464.0pp |
| Employer contribution / active EE | $14,201 | $5,873+141.8% | $5,167+174.8% | $4,837+193.6% |
| Participant deferral / active EE | $9,416 | $6,356+48.1% | $5,568+69.1% | $6,341+48.5% |
| Admin fee / account holder | $2,031 | $19,811-89.7% | $16,237-87.5% | $12,309-83.5% |