Filed March 30, 2016
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 | $654,356 | $77,899+740.0% | $149,673+337.2% | $75,163+770.6% |
| Participation rate | 96.6% | 65.6%+31.0pp | 78.8%+17.8pp | 67.2%+29.4pp |
| Annual return | 14.77% | 31.72%-17.0pp | 134.42%-119.6pp | 160.62%-145.9pp |
| Employer contribution / active EE | $20,932 | $3,137+567.2% | $4,818+334.5% | $2,670+684.0% |
| Participant deferral / active EE | $13,891 | $3,411+307.2% | $5,680+144.6% | $4,125+236.7% |
| Admin fee / account holder | $48,647 | $5,956+716.7% | $13,210+268.3% | $5,651+760.9% |