Filed November 10, 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 | $340,131 | $95,416+256.5% | $185,823+83.0% | $85,850+296.2% |
| Participation rate | 79.5% | 68.8%+10.7pp | 81.7%-2.2pp | 69.3%+10.2pp |
| Annual return | 12.12% | 23.59%-11.5pp | 122.05%-109.9pp | 318.53%-306.4pp |
| Employer contribution / active EE | $9,537 | $3,314+187.8% | $5,167+84.6% | $2,565+271.8% |
| Participant deferral / active EE | $6,713 | $3,423+96.1% | $5,568+20.6% | $3,952+69.9% |
| Admin fee / account holder | $5,433 | $7,213-24.7% | $16,237-66.5% | $6,260-13.2% |