Filed February 5, 2018
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 | $397,286 | $171,865+131.2% | $149,718+165.4% | $147,584+169.2% |
| Participation rate | 91.7% | 88.2%+3.5pp | 87.1%+4.6pp | 82.8%+8.8pp |
| Annual return | 11.86% | 2113.22%-2101.4pp | 1501.63%-1489.8pp | 578.55%-566.7pp |
| Employer contribution / active EE | $19,135 | $6,275+204.9% | $5,445+251.4% | $4,876+292.4% |
| Participant deferral / active EE | $14,069 | $7,271+93.5% | $6,569+114.2% | $5,439+158.7% |
| Admin fee / account holder | $4,707 | $13,799-65.9% | $11,283-58.3% | $10,885-56.8% |