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 | $380,798 | $167,484+127.4% | $151,611+151.2% | $134,475+183.2% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -12.16% | 7.80%-20.0pp | 3.33%-15.5pp | 417.96%-430.1pp |
| Employer contribution / active EE | $20,941 | $6,829+206.6% | $6,166+239.6% | $4,740+341.8% |
| Participant deferral / active EE | $20,968 | $8,986+133.3% | $8,363+150.7% | $6,400+227.6% |
| Admin fee / account holder | $23,925 | $13,783+73.6% | $11,616+106.0% | $11,426+109.4% |