Filed October 30, 2019
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 | $605,706 | $179,726+237.0% | $156,263+287.6% | $142,382+325.4% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.9%+21.1pp | 80.1%+19.9pp |
| Annual return | 17.82% | 77.86%-60.0pp | 59.47%-41.7pp | 217.08%-199.3pp |
| Employer contribution / active EE | $23,016 | $5,069+354.0% | $4,333+431.2% | $4,299+435.4% |
| Participant deferral / active EE | $13,525 | $6,956+94.4% | $6,158+119.6% | $6,507+107.9% |
| Admin fee / account holder | $4,780 | $17,272-72.3% | $14,255-66.5% | $12,624-62.1% |