Filed December 19, 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 | $313,079 | $83,902+273.1% | $167,512+86.9% | $84,808+269.2% |
| Participation rate | 98.3% | 66.5%+31.8pp | 77.1%+21.2pp | 68.3%+30.0pp |
| Annual return | 16.29% | 91.55%-75.3pp | 1615.79%-1599.5pp | 40.90%-24.6pp |
| Employer contribution / active EE | $816 | $2,264-63.9% | $3,882-79.0% | $2,631-69.0% |
| Participant deferral / active EE | $26,723 | $4,442+501.5% | $6,405+317.3% | $4,212+534.5% |
| Admin fee / account holder | $21,421 | $7,915+170.6% | $9,769+119.3% | $7,344+191.7% |