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 | $275,140 | $57,281+380.3% | $86,612+217.7% | $75,163+266.1% |
| Participation rate | 100.0% | 63.2%+36.8pp | 71.7%+28.3pp | 67.2%+32.8pp |
| Annual return | 19.00% | 2670.75%-2651.8pp | 591.07%-572.1pp | 160.62%-141.6pp |
| Employer contribution / active EE | $7,427 | $2,314+220.9% | $3,022+145.7% | $2,670+178.2% |
| Participant deferral / active EE | $16,911 | $3,318+409.7% | $4,438+281.1% | $4,125+310.0% |
| Admin fee / account holder | $40,176 | $4,112+877.1% | $5,614+615.6% | $5,651+611.0% |