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 | $401,665 | $111,301+260.9% | $112,977+255.5% | $158,922+152.7% |
| Participation rate | 100.0% | 83.5%+16.5pp | 82.6%+17.4pp | 82.0%+18.0pp |
| Annual return | 21.44% | 26.40%-5.0pp | 24.24%-2.8pp | 302.83%-281.4pp |
| Employer contribution / active EE | $3,074 | $4,471-31.2% | $4,255-27.7% | $4,761-35.4% |
| Participant deferral / active EE | $11,193 | $5,880+90.4% | $5,836+91.8% | $5,982+87.1% |
| Admin fee / account holder | $60,610 | $8,392+622.3% | $6,294+863.0% | $11,246+439.0% |