Filed December 30, 2014
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 | $508,448 | $72,177+604.4% | $115,037+342.0% | $59,632+752.6% |
| Participation rate | 97.0% | 72.6%+24.4pp | 81.4%+15.6pp | 68.7%+28.3pp |
| Annual return | -0.15% | 12.02%-12.2pp | 26.14%-26.3pp | 2041.28%-2041.4pp |
| Employer contribution / active EE | $24,383 | $2,841+758.2% | $4,608+429.2% | $2,203+1007.0% |
| Participant deferral / active EE | $17,943 | $4,783+275.2% | $6,026+197.7% | $3,192+462.2% |
| Admin fee / account holder | $234,909 | $4,927+4667.8% | $8,175+2773.5% | $4,297+5366.8% |