Filed January 4, 2018 (most recent of 2 filings on file)
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 | $507,307 | $159,602+217.9% | $150,045+238.1% | $142,382+256.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 20.12% | 70.24%-50.1pp | 62.55%-42.4pp | 217.08%-197.0pp |
| Employer contribution / active EE | $6,465 | $4,961+30.3% | $4,693+37.8% | $4,299+50.4% |
| Participant deferral / active EE | $10,785 | $8,310+29.8% | $7,997+34.9% | $6,507+65.7% |
| Admin fee / account holder | $11,050 | $14,846-25.6% | $13,435-17.8% | $12,624-12.5% |