Filed October 9, 2017 (most recent of 4 filings on file)
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 | $277,276 | $88,710+212.6% | $81,783+239.0% | $145,959+90.0% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 14.63% | 1027.26%-1012.6pp | 775.05%-760.4pp | 561.95%-547.3pp |
| Employer contribution / active EE | $13,920 | $3,083+351.5% | $2,913+377.9% | $4,661+198.7% |
| Participant deferral / active EE | $20,821 | $4,645+348.3% | $4,320+381.9% | $6,689+211.3% |
| Admin fee / account holder | $8,160 | $8,407-2.9% | $7,380+10.6% | $13,398-39.1% |