Filed December 11, 2018
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 | $450,608 | $114,381+294.0% | $107,525+319.1% | $142,382+216.5% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 15.49% | 242.71%-227.2pp | 181.32%-165.8pp | 217.08%-201.6pp |
| Employer contribution / active EE | $17,284 | $4,015+330.5% | $3,754+360.5% | $4,299+302.0% |
| Participant deferral / active EE | $7,948 | $5,564+42.8% | $5,116+55.4% | $6,507+22.1% |
| Admin fee / account holder | $18,823 | $9,860+90.9% | $8,919+111.1% | $12,624+49.1% |