Filed August 22, 2016
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 | $312,730 | $123,793+152.6% | $177,821+75.9% | $79,858+291.6% |
| Participation rate | 100.0% | 84.7%+15.3pp | 87.7%+12.3pp | 69.6%+30.4pp |
| Annual return | 14.06% | 22.82%-8.8pp | 48.32%-34.3pp | 31.71%-17.7pp |
| Employer contribution / active EE | $2,878 | $4,095-29.7% | $5,918-51.4% | $2,471+16.5% |
| Participant deferral / active EE | $6,348 | $5,956+6.6% | $7,714-17.7% | $3,740+69.7% |
| Admin fee / account holder | $12,010 | $7,243+65.8% | $12,427-3.4% | $5,306+126.3% |