Filed July 28, 2017
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 | $290,074 | $38,365+656.1% | $84,611+242.8% | $65,185+345.0% |
| Participation rate | 100.0% | 55.7%+44.3pp | 68.2%+31.8pp | 70.2%+29.8pp |
| Annual return | 26.58% | 32.00%-5.4pp | 258.74%-232.2pp | 29.38%-2.8pp |
| Employer contribution / active EE | $18,027 | $1,258+1332.4% | $2,652+579.7% | $2,177+728.2% |
| Participant deferral / active EE | $15,429 | $2,278+577.2% | $3,899+295.8% | $3,514+339.1% |
| Admin fee / account holder | $8,409 | $451+1763.0% | $4,912+71.2% | $847+892.7% |