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 | $342,271 | $88,751+285.7% | $81,812+318.4% | $145,922+134.6% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 10.96% | 1025.40%-1014.4pp | 773.79%-762.8pp | 561.29%-550.3pp |
| Employer contribution / active EE | $15,690 | $3,083+408.9% | $2,912+438.8% | $4,660+236.7% |
| Participant deferral / active EE | $15,611 | $4,643+236.2% | $4,319+261.5% | $6,688+133.4% |
| Admin fee / account holder | $64,061 | $8,415+661.2% | $7,386+767.3% | $13,397+378.2% |