Filed June 4, 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 | $574,374 | $96,635+494.4% | $86,612+563.2% | $139,434+311.9% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 20.20% | 106.41%-86.2pp | 591.07%-570.9pp | 372.94%-352.7pp |
| Employer contribution / active EE | $29,162 | $3,263+793.7% | $3,022+864.9% | $4,751+513.8% |
| Participant deferral / active EE | $13,308 | $4,836+175.2% | $4,438+199.9% | $6,710+98.3% |
| Admin fee / account holder | $1,829 | $6,408-71.5% | $5,614-67.4% | $11,403-84.0% |