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 |
|---|---|---|
OGIER CAYMAN4 years Service code 29 | Legal | $27,697 |
LBMC, PC4 years Filed as: LBMC Service code 10 201 FRANKLIN ROAD · BRENTWOOD, TN 37027 | Accounting | $11,400 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $1,842,505 | $214,378+759.5% | $200,582+818.6% | $142,382+1194.1% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 22.43% | 46.41%-24.0pp | 42.33%-19.9pp | 217.08%-194.6pp |
| Employer contribution / active EE | $65,507 | $6,841+857.5% | $6,419+920.5% | $4,299+1423.7% |
| Participant deferral / active EE | $0 | $9,865-100.0% | $9,331-100.0% | $6,507-100.0% |
| Admin fee / account holder | $40,999 | $17,692+131.7% | $16,305+151.5% | $12,624+224.8% |