Filed February 23, 2015 (most recent of 2 filings on file)
Unlock peer percentile detail for $4.99 your first month
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Unlock 10-year trajectory for $4.99 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 | $629,299 | $88,672+609.7% | $105,223+498.1% | $82,448+663.3% |
| Participation rate | 79.4% | 67.9%+11.5pp | 75.0%+4.4pp | 68.1%+11.3pp |
| Annual return | 12.94% | 30.86%-17.9pp | 180.65%-167.7pp | 41.64%-28.7pp |
| Employer contribution / active EE | $8,891 | $3,048+191.7% | $3,689+141.0% | $2,551+248.5% |
| Participant deferral / active EE | $16,359 | $4,036+305.3% | $5,072+222.6% | $4,139+295.2% |
| Admin fee / account holder | $988 | $7,146-86.2% | $8,859-88.8% | $7,234-86.3% |