Filed November 5, 2019
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 | $555,728 | $98,750+462.8% | $149,696+271.2% | $79,858+595.9% |
| Participation rate | 87.2% | 75.8%+11.5pp | 82.5%+4.8pp | 69.6%+17.6pp |
| Annual return | 15.70% | 27.43%-11.7pp | 276.60%-260.9pp | 31.71%-16.0pp |
| Employer contribution / active EE | $12,121 | $3,216+276.8% | $4,644+161.0% | $2,471+390.6% |
| Participant deferral / active EE | $11,336 | $5,680+99.6% | $6,842+65.7% | $3,740+203.1% |
| Admin fee / account holder | $16,736 | $6,053+176.5% | $9,309+79.8% | $5,306+215.4% |