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 | $342,728 | $58,208+488.8% | $81,812+318.9% | $80,856+323.9% |
| Participation rate | 90.5% | 63.4%+27.1pp | 72.3%+18.1pp | 67.6%+22.8pp |
| Annual return | 20.01% | 41.66%-21.7pp | 773.79%-753.8pp | 35.59%-15.6pp |
| Employer contribution / active EE | $6,955 | $2,340+197.2% | $2,912+138.8% | $2,755+152.5% |
| Participant deferral / active EE | $16,465 | $3,281+401.8% | $4,319+281.2% | $4,296+283.3% |
| Admin fee / account holder | $19,764 | $4,981+296.8% | $7,386+167.6% | $6,918+185.7% |