Filed May 18, 2020
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 | $325,793 | $101,069+222.3% | $81,478+299.9% | $147,584+120.8% |
| Participation rate | 100.0% | 74.5%+25.5pp | 68.0%+32.0pp | 82.8%+17.2pp |
| Annual return | 17.77% | 32.40%-14.6pp | 38.78%-21.0pp | 578.55%-560.8pp |
| Employer contribution / active EE | $5,601 | $3,205+74.7% | $2,568+118.1% | $4,876+14.9% |
| Participant deferral / active EE | $12,620 | $4,242+197.5% | $3,537+256.8% | $5,439+132.0% |
| Admin fee / account holder | $29,974 | $5,812+415.7% | $4,561+557.2% | $10,885+175.4% |