Filed December 5, 2025
Total covered: 3 employees
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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,362 | $197,591-77.0% | $177,821-74.5% | $158,922-71.5% |
| Participation rate | 92.3% | 88.5%+3.8pp | 87.7%+4.6pp | 82.0%+10.3pp |
| Annual return | 19.12% | 58.76%-39.6pp | 48.32%-29.2pp | 302.83%-283.7pp |
| Employer contribution / active EE | $1,764 | $6,697-73.7% | $5,918-70.2% | $4,761-63.0% |
| Participant deferral / active EE | $1,764 | $8,405-79.0% | $7,714-77.1% | $5,982-70.5% |
| Admin fee / account holder | $154 | $15,399-99.0% | $12,427-98.8% | $11,246-98.6% |