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 | $266,768 | $86,891+207.0% | $142,449+87.3% | $75,163+254.9% |
| Participation rate | 89.2% | 68.5%+20.7pp | 76.8%+12.4pp | 67.2%+22.0pp |
| Annual return | 20.32% | 23.31%-3.0pp | 19.99%+0.3pp | 160.62%-140.3pp |
| Employer contribution / active EE | $11,749 | $3,355+250.2% | $4,847+142.4% | $2,670+340.1% |
| Participant deferral / active EE | $8,360 | $4,938+69.3% | $6,283+33.0% | $4,125+102.7% |
| Admin fee / account holder | $71,134 | $7,299+874.6% | $10,011+610.6% | $5,651+1158.8% |