Filed September 30, 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 | $261,571 | $46,553+461.9% | $64,056+308.3% | $75,163+248.0% |
| Participation rate | 93.9% | 65.9%+27.9pp | 72.3%+21.6pp | 67.2%+26.7pp |
| Annual return | 19.18% | 26.03%-6.8pp | 33.69%-14.5pp | 160.62%-141.4pp |
| Employer contribution / active EE | $6,150 | $1,974+211.6% | $2,747+123.9% | $2,670+130.4% |
| Participant deferral / active EE | $15,200 | $2,837+435.9% | $3,880+291.8% | $4,125+268.5% |
| Admin fee / account holder | $3,307 | $2,952+12.0% | $3,068+7.8% | $5,651-41.5% |