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 | $494,545 | $98,463+402.3% | $119,258+314.7% | $85,850+476.1% |
| Participation rate | 100.0% | 77.6%+22.4pp | 82.7%+17.3pp | 69.3%+30.7pp |
| Annual return | 90.70% | 38.53%+52.2pp | 30.69%+60.0pp | 318.53%-227.8pp |
| Employer contribution / active EE | $2,410 | $3,698-34.8% | $4,384-45.0% | $2,565-6.1% |
| Participant deferral / active EE | $8,861 | $4,942+79.3% | $6,111+45.0% | $3,952+124.2% |
| Admin fee / account holder | $7,672 | $7,493+2.4% | $7,226+6.2% | $6,260+22.6% |