Filed October 27, 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 | $261,661 | $100,041+161.6% | $149,718+74.8% | $70,131+273.1% |
| Participation rate | 100.0% | 83.6%+16.4pp | 87.1%+12.9pp | 69.5%+30.5pp |
| Annual return | 16.18% | 27.43%-11.2pp | 1501.63%-1485.4pp | 73.14%-57.0pp |
| Employer contribution / active EE | $12,014 | $3,662+228.1% | $5,445+120.7% | $2,342+412.9% |
| Participant deferral / active EE | $12,349 | $4,983+147.8% | $6,569+88.0% | $3,332+270.6% |
| Admin fee / account holder | $23,859 | $8,286+187.9% | $11,283+111.5% | $4,645+413.6% |