Filed October 2, 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 | $368,108 | $102,828+258.0% | $105,387+249.3% | $152,861+140.8% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 24.98% | 20.85%+4.1pp | 26.82%-1.8pp | 345.32%-320.3pp |
| Employer contribution / active EE | $2,942 | $4,473-34.2% | $4,213-30.2% | $4,762-38.2% |
| Participant deferral / active EE | $10,797 | $5,465+97.6% | $5,502+96.2% | $5,850+84.6% |
| Admin fee / account holder | $5,279 | $8,683-39.2% | $6,559-19.5% | $11,596-54.5% |