Filed November 29, 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 6-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 | $485,156 | $109,881+341.5% | $150,045+223.3% | $84,808+472.1% |
| Participation rate | 98.4% | 76.1%+22.4pp | 82.3%+16.1pp | 68.3%+30.1pp |
| Annual return | 61.93% | 28.25%+33.7pp | 62.55%-0.6pp | 40.90%+21.0pp |
| Employer contribution / active EE | $12,152 | $3,561+241.2% | $4,693+158.9% | $2,631+361.9% |
| Participant deferral / active EE | $0 | $6,636-100.0% | $7,997-100.0% | $4,212-100.0% |
| Admin fee / account holder | $3,676 | $8,568-57.1% | $13,435-72.6% | $7,344-49.9% |