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 | $871,544 | $98,750+782.6% | $149,696+482.2% | $79,858+991.4% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.6%+30.4pp |
| Annual return | 15.10% | 27.43%-12.3pp | 276.60%-261.5pp | 31.71%-16.6pp |
| Employer contribution / active EE | $26,738 | $3,216+731.3% | $4,644+475.7% | $2,471+982.1% |
| Participant deferral / active EE | $19,587 | $5,680+244.8% | $6,842+186.3% | $3,740+423.7% |
| Admin fee / account holder | $4,904 | $6,053-19.0% | $9,309-47.3% | $5,306-7.6% |