Filed November 30, 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 9-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 | $283,161 | $112,881+150.8% | $90,951+211.3% | $158,922+78.2% |
| Participation rate | 77.8% | 74.7%+3.0pp | 69.0%+8.8pp | 82.0%-4.2pp |
| Annual return | 6.70% | 215.79%-209.1pp | 134.60%-127.9pp | 302.83%-296.1pp |
| Employer contribution / active EE | $1,000 | $2,893-65.4% | $2,122-52.9% | $4,761-79.0% |
| Participant deferral / active EE | $10,530 | $4,128+155.1% | $3,373+212.2% | $5,982+76.0% |
| Admin fee / account holder | $14,983 | $8,041+86.3% | $5,959+151.5% | $11,246+33.2% |