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 | $391,427 | $90,745+331.3% | $130,231+200.6% | $75,163+420.8% |
| Participation rate | 100.0% | 71.1%+28.9pp | 76.3%+23.7pp | 67.2%+32.8pp |
| Annual return | 19.17% | 34.45%-15.3pp | 38.77%-19.6pp | 160.62%-141.4pp |
| Employer contribution / active EE | $23,050 | $3,314+595.6% | $4,126+458.7% | $2,670+763.4% |
| Participant deferral / active EE | $21,863 | $5,362+307.7% | $6,799+221.6% | $4,125+430.0% |
| Admin fee / account holder | $9,971 | $6,331+57.5% | $6,020+65.6% | $5,651+76.5% |