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.
| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.2+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $500 |
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 | $289,038 | $76,552+277.6% | $123,892+133.3% | $62,891+359.6% |
| Participation rate | 98.9% | 73.0%+25.9pp | 81.4%+17.5pp | 69.3%+29.6pp |
| Annual return | 6.70% | 18.68%-12.0pp | 47.52%-40.8pp | 20.14%-13.4pp |
| Employer contribution / active EE | $13,902 | $2,883+382.3% | $4,617+201.1% | $2,281+509.5% |
| Participant deferral / active EE | $3,237 | $4,840-33.1% | $5,984-45.9% | $3,203+1.1% |
| Admin fee / account holder | $10,640 | $4,826+120.5% | $8,357+27.3% | $4,296+147.7% |