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.)
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $961,856 | $127,777+652.8% | $106,548+802.7% | $167,490+474.3% |
| Participation rate | 100.0% | 78.3%+21.7pp | 76.1%+23.9pp | 82.1%+17.9pp |
| Annual return | 7.68% | 33.87%-26.2pp | 26.80%-19.1pp | 478.56%-470.9pp |
| Employer contribution / active EE | $34,652 | $3,427+911.3% | $2,819+1129.3% | $4,837+616.3% |
| Participant deferral / active EE | $12,325 | $5,087+142.3% | $4,398+180.2% | $6,341+94.4% |
| Admin fee / account holder | $22,450 | $11,228+99.9% | $7,407+203.1% | $12,309+82.4% |