Filed February 3, 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 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 | $332,145 | $166,020+100.1% | $164,866+101.5% | $145,959+127.6% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 12.52% | 100.08%-87.6pp | 69.97%-57.4pp | 561.95%-549.4pp |
| Employer contribution / active EE | $13,563 | $5,275+157.1% | $4,343+212.3% | $4,661+191.0% |
| Participant deferral / active EE | $6,106 | $6,961-12.3% | $6,033+1.2% | $6,689-8.7% |
| Admin fee / account holder | $9,681 | $16,644-41.8% | $12,689-23.7% | $13,398-27.7% |