Unlock peer percentile detail for $4.99 your first month
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Unlock 10-year trajectory for $4.99 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 | $209,336+780.2% | $197,124+834.7% | $137,256+1242.4% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 22.43% | 48.09%-25.7pp | 44.34%-21.9pp | 220.34%-197.9pp |
| Employer contribution / active EE | $65,507 | $6,591+893.9% | $6,227+951.9% | $4,156+1476.2% |
| Participant deferral / active EE | $0 | $9,614-100.0% | $9,135-100.0% | $6,407-100.0% |
| Admin fee / account holder | $40,999 | $17,308+136.9% | $16,298+151.6% | $12,270+234.1% |