Filed March 30, 2021
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 | $311,437 | $148,978+109.0% | $200,582+55.3% | $84,808+267.2% |
| Participation rate | 100.0% | 84.2%+15.8pp | 86.9%+13.1pp | 68.3%+31.7pp |
| Annual return | 18.64% | 28.16%-9.5pp | 42.33%-23.7pp | 40.90%-22.3pp |
| Employer contribution / active EE | $10,012 | $4,815+107.9% | $6,419+56.0% | $2,631+280.5% |
| Participant deferral / active EE | $7,734 | $7,142+8.3% | $9,331-17.1% | $4,212+83.6% |
| Admin fee / account holder | $10,058 | $13,977-28.0% | $16,305-38.3% | $7,344+37.0% |