Filed April 23, 2015
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 | $682,496 | $154,228+342.5% | $145,433+369.3% | $137,256+397.2% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 14.28% | 74.59%-60.3pp | 66.58%-52.3pp | 220.34%-206.1pp |
| Employer contribution / active EE | $18,806 | $4,804+291.5% | $4,554+312.9% | $4,156+352.5% |
| Participant deferral / active EE | $17,598 | $8,216+114.2% | $7,897+122.8% | $6,407+174.7% |
| Admin fee / account holder | $2,612 | $14,344-81.8% | $13,129-80.1% | $12,270-78.7% |