Filed February 10, 2020
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 7-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 | $400,405 | $107,334+273.0% | $92,893+331.0% | $152,861+161.9% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.4%+17.6pp |
| Annual return | 20.03% | 145.58%-125.6pp | 109.41%-89.4pp | 345.32%-325.3pp |
| Employer contribution / active EE | $4,162 | $4,221-1.4% | $3,653+14.0% | $4,762-12.6% |
| Participant deferral / active EE | $5,548 | $4,845+14.5% | $4,236+31.0% | $5,850-5.2% |
| Admin fee / account holder | $61,936 | $7,079+774.9% | $5,794+969.0% | $11,596+434.1% |