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 | $363,630 | $48,795+645.2% | $65,493+455.2% | $84,808+328.8% |
| Participation rate | 88.7% | 67.0%+21.7pp | 73.1%+15.6pp | 68.3%+20.4pp |
| Annual return | 17.23% | 20.20%-3.0pp | 982.45%-965.2pp | 40.90%-23.7pp |
| Employer contribution / active EE | $6,269 | $1,930+224.9% | $2,574+143.5% | $2,631+138.3% |
| Participant deferral / active EE | $16,387 | $2,928+459.6% | $3,961+313.7% | $4,212+289.1% |
| Admin fee / account holder | $1,487 | $3,877-61.6% | $5,028-70.4% | $7,344-79.8% |