Filed December 7, 2015
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 | $575,111 | $172,111+234.2% | $150,298+282.6% | $137,256+319.0% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 17.72% | 69.37%-51.7pp | 62.79%-45.1pp | 220.34%-202.6pp |
| Employer contribution / active EE | $2,588 | $4,636-44.2% | $4,154-37.7% | $4,156-37.7% |
| Participant deferral / active EE | $9,235 | $6,166+49.8% | $5,453+69.4% | $6,407+44.1% |
| Admin fee / account holder | $4,228 | $16,471-74.3% | $14,116-70.0% | $12,270-65.5% |