Filed August 9, 2017
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 | $292,413 | $54,705+434.5% | $71,209+310.6% | $84,808+244.8% |
| Participation rate | 100.0% | 64.1%+35.9pp | 73.8%+26.2pp | 68.3%+31.7pp |
| Annual return | 18.29% | 35.90%-17.6pp | 282.51%-264.2pp | 40.90%-22.6pp |
| Employer contribution / active EE | $16,145 | $2,158+648.2% | $2,721+493.4% | $2,631+513.7% |
| Participant deferral / active EE | $14,084 | $3,030+364.7% | $4,175+237.3% | $4,212+234.4% |
| Admin fee / account holder | $2,776 | $4,863-42.9% | $5,349-48.1% | $7,344-62.2% |