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 | $424,274 | $103,966+308.1% | $112,887+275.8% | $75,163+464.5% |
| Participation rate | 100.0% | 75.7%+24.3pp | 80.5%+19.5pp | 67.2%+32.8pp |
| Annual return | 21.54% | 24.54%-3.0pp | 34.10%-12.6pp | 160.62%-139.1pp |
| Employer contribution / active EE | $3,393 | $3,870-12.3% | $4,563-25.6% | $2,670+27.1% |
| Participant deferral / active EE | $10,845 | $5,456+98.8% | $6,513+66.5% | $4,125+162.9% |
| Admin fee / account holder | $9,212 | $7,663+20.2% | $7,047+30.7% | $5,651+63.0% |