Filed September 1, 2015 (most recent of 2 filings on file)
Unlock peer percentile detail for $4.99 your first month
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Unlock 10-year trajectory for $4.99 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 | $500,516 | $154,228+224.5% | $145,433+244.2% | $137,256+264.7% |
| Participation rate | 89.5% | 83.8%+5.7pp | 82.1%+7.4pp | 80.0%+9.5pp |
| Annual return | 14.27% | 74.59%-60.3pp | 66.58%-52.3pp | 220.34%-206.1pp |
| Employer contribution / active EE | $6,978 | $4,804+45.3% | $4,554+53.2% | $4,156+67.9% |
| Participant deferral / active EE | $16,628 | $8,216+102.4% | $7,897+110.6% | $6,407+159.5% |
| Admin fee / account holder | $29,029 | $14,344+102.4% | $13,129+121.1% | $12,270+136.6% |