Filed March 1, 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 | $297,448 | $181,894+63.5% | $156,549+90.0% | $273,961+8.6% |
| Participation rate | 94.1% | 88.4%+5.7pp | 84.0%+10.1pp | 83.0%+11.1pp |
| Annual return | 7.61% | 30.74%-23.1pp | 32.23%-24.6pp | 41.45%-33.8pp |
| Employer contribution / active EE | $9,515 | $6,248+52.3% | $5,501+73.0% | $4,869+95.4% |
| Participant deferral / active EE | $7,096 | $5,550+27.9% | $4,871+45.7% | $5,287+34.2% |
| Admin fee / account holder | $21,627 | $15,559+39.0% | $13,027+66.0% | $10,132+113.5% |