Filed January 24, 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 | $420,990 | $96,635+335.6% | $86,612+386.1% | $139,434+201.9% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 15.27% | 106.41%-91.1pp | 591.07%-575.8pp | 372.94%-357.7pp |
| Employer contribution / active EE | $20,166 | $3,263+518.0% | $3,022+567.2% | $4,751+324.5% |
| Participant deferral / active EE | $19,931 | $4,836+312.1% | $4,438+349.1% | $6,710+197.0% |
| Admin fee / account holder | $83,450 | $6,408+1202.3% | $5,614+1386.4% | $11,403+631.9% |