Filed November 5, 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 | $281,385 | $179,726+56.6% | $156,263+80.1% | $142,382+97.6% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.9%+21.1pp | 80.1%+19.9pp |
| Annual return | 20.22% | 77.86%-57.6pp | 59.47%-39.3pp | 217.08%-196.9pp |
| Employer contribution / active EE | $6,555 | $5,069+29.3% | $4,333+51.3% | $4,299+52.5% |
| Participant deferral / active EE | $8,332 | $6,956+19.8% | $6,158+35.3% | $6,507+28.0% |
| Admin fee / account holder | $46,533 | $17,272+169.4% | $14,255+226.4% | $12,624+268.6% |