Filed April 27, 2017
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 | $295,812 | $88,751+233.3% | $81,812+261.6% | $145,922+102.7% |
| Participation rate | 76.9% | 75.0%+1.9pp | 72.3%+4.6pp | 80.3%-3.4pp |
| Annual return | 19.26% | 1025.40%-1006.1pp | 773.79%-754.5pp | 561.29%-542.0pp |
| Employer contribution / active EE | $5,739 | $3,083+86.1% | $2,912+97.1% | $4,660+23.2% |
| Participant deferral / active EE | $10,464 | $4,643+125.4% | $4,319+142.3% | $6,688+56.5% |
| Admin fee / account holder | $53,584 | $8,415+536.7% | $7,386+625.5% | $13,397+300.0% |