Filed September 9, 2015
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 | $290,328 | $60,124+382.9% | $90,404+221.1% | $79,858+263.6% |
| Participation rate | 93.2% | 65.0%+28.2pp | 72.7%+20.5pp | 69.6%+23.5pp |
| Annual return | 29.73% | 71.94%-42.2pp | 1293.02%-1263.3pp | 31.71%-2.0pp |
| Employer contribution / active EE | $5,489 | $2,068+165.5% | $3,262+68.3% | $2,471+122.2% |
| Participant deferral / active EE | $13,548 | $2,938+361.1% | $3,963+241.8% | $3,740+262.2% |
| Admin fee / account holder | $10,124 | $3,976+154.6% | $5,611+80.4% | $5,306+90.8% |