Filed May 11, 2020
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 | $436,827 | $88,042+396.2% | $138,135+216.2% | $79,858+447.0% |
| Participation rate | 97.5% | 71.4%+26.1pp | 78.7%+18.8pp | 69.6%+27.9pp |
| Annual return | 19.69% | 20.58%-0.9pp | 20.51%-0.8pp | 31.71%-12.0pp |
| Employer contribution / active EE | $15,220 | $3,103+390.4% | $5,587+172.4% | $2,471+516.0% |
| Participant deferral / active EE | $12,238 | $4,704+160.1% | $6,431+90.3% | $3,740+227.2% |
| Admin fee / account holder | $36,463 | $7,791+368.0% | $11,856+207.6% | $5,306+587.2% |