Filed December 29, 2016
Total covered: 2 employees
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 | $620,745 | $116,175+434.3% | $93,606+563.1% | $152,861+306.1% |
| Participation rate | 100.0% | 78.0%+22.0pp | 75.8%+24.2pp | 82.4%+17.6pp |
| Annual return | 20.57% | 35.96%-15.4pp | 32.76%-12.2pp | 345.32%-324.7pp |
| Employer contribution / active EE | $17,726 | $3,218+450.8% | $2,718+552.2% | $4,762+272.2% |
| Participant deferral / active EE | $10,920 | $4,603+137.2% | $4,069+168.4% | $5,850+86.7% |
| Admin fee / account holder | $165,616 | $10,748+1440.9% | $7,888+1999.5% | $11,596+1328.2% |