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 | $935,783 | $74,888+1149.6% | $71,209+1214.1% | $142,382+557.2% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 15.95% | 345.14%-329.2pp | 282.51%-266.6pp | 217.08%-201.1pp |
| Employer contribution / active EE | $36,890 | $2,854+1192.4% | $2,721+1255.8% | $4,299+758.1% |
| Participant deferral / active EE | $17,452 | $4,454+291.8% | $4,175+318.0% | $6,507+168.2% |
| Admin fee / account holder | $4,430 | $5,568-20.5% | $5,349-17.2% | $12,624-64.9% |