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 | $314,968 | $48,230+553.0% | $67,502+366.6% | $80,856+289.5% |
| Participation rate | 97.9% | 66.4%+31.5pp | 72.9%+25.0pp | 67.6%+30.2pp |
| Annual return | 15.28% | 18.28%-3.0pp | 3512.12%-3496.8pp | 35.59%-20.3pp |
| Employer contribution / active EE | $7,292 | $2,020+261.0% | $2,731+167.0% | $2,755+164.7% |
| Participant deferral / active EE | $17,599 | $2,924+502.0% | $4,000+340.0% | $4,296+309.7% |
| Admin fee / account holder | $9,947 | $3,681+170.2% | $3,998+148.8% | $6,918+43.8% |