Filed December 9, 2025
Total covered: 5 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.
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,887 | $58,851-52.6% | $115,157-75.8% | $72,985-61.8% |
| Participation rate | 72.0% | 65.5%+6.5pp | 75.9%-3.9pp | 69.5%+2.5pp |
| Annual return | 11.75% | 23.16%-11.4pp | 35.60%-23.9pp | 81.00%-69.3pp |
| Employer contribution / active EE | $998 | $1,798-44.5% | $3,179-68.6% | $2,440-59.1% |
| Participant deferral / active EE | $545 | $2,643-79.4% | $4,168-86.9% | $3,607-84.9% |
| Admin fee / account holder | $24 | $6,370-99.6% | $7,088-99.7% | $5,124-99.5% |