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 | $451,234 | $137,414+228.4% | $189,513+138.1% | $85,850+425.6% |
| Participation rate | 100.0% | 84.6%+15.4pp | 87.8%+12.2pp | 69.3%+30.7pp |
| Annual return | 19.06% | 38.14%-19.1pp | 555.15%-536.1pp | 318.53%-299.5pp |
| Employer contribution / active EE | $3,720 | $4,344-14.4% | $6,162-39.6% | $2,565+45.0% |
| Participant deferral / active EE | $13,674 | $6,260+118.4% | $8,221+66.3% | $3,952+246.0% |
| Admin fee / account holder | $3,707 | $8,630-57.0% | $12,045-69.2% | $6,260-40.8% |