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 | $552,036 | $77,813+609.4% | $123,544+346.8% | $64,186+760.1% |
| Participation rate | 100.0% | 74.7%+25.3pp | 82.3%+17.7pp | 69.6%+30.4pp |
| Annual return | -3.17% | 12.48%-15.7pp | 119.20%-122.4pp | 7.63%-10.8pp |
| Employer contribution / active EE | $29,773 | $3,014+887.9% | $4,628+543.4% | $2,381+1150.6% |
| Participant deferral / active EE | $19,884 | $5,240+279.5% | $6,426+209.4% | $3,470+473.1% |
| Admin fee / account holder | $184,702 | $5,519+3246.8% | $9,284+1889.5% | $4,888+3678.6% |